Teamwork Financial Advisors, LLC Closed Holding Positions

Teamwork Financial Advisors, LLC

  • $720 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
4,564
$50.79 - $95.08 $232K - $434K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
8,754
$85.12 - $113.16 $745K - $991K
NVS
Novartis Ag

Healthcare
Q1 2022 Filed on Apr 18, 2022
3,506
$80.11 - $90.62 $281K - $318K
MCO
Moodys Corp

Financial Services
Q1 2022 Filed on Apr 18, 2022
648
$301.31 - $386.27 $195K - $250K
Zynga Inc
Q1 2022 Filed on Apr 18, 2022
12,013
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
1,850
$76.76 - $137.41 $142K - $254K
AYX
Alteryx, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
4,928
$50.8 - $71.82 $250K - $354K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
2,810
$129.09 - $158.0 $363K - $444K
SBAC
Sba Communications Corp

Real Estate
Q1 2022 Filed on Apr 18, 2022
800
$290.82 - $379.87 $233K - $304K
LMND
Lemonade, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
6,044
$17.3 - $42.27 $105K - $255K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2022 Filed on Apr 18, 2022
19,531
$49.18 - $52.9 $961K - $1.03M
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Jan 31, 2022
984
$586.54 - $666.48 $577K - $656K
Federal Rlty Invt Tr
Q4 2021 Filed on Jan 31, 2022
3,467
N/A
EEMA
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Jan 31, 2022
4,974
$79.69 - $88.1 $396K - $438K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q4 2021 Filed on Jan 31, 2022
3,693
$68.27 - $71.53 $252K - $264K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
1,200
$64.27 - $96.67 $77.1K - $116K
DTE
Dte Energy CO

Utilities
Q4 2021 Filed on Jan 31, 2022
2,632
$108.34 - $120.33 $285K - $317K
NVCR
Novo Cure LTD

Healthcare
Q4 2021 Filed on Jan 31, 2022
1,718
$75.08 - $121.99 $129K - $210K
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Jan 31, 2022
4,003
$68.07 - $83.35 $272K - $334K
MAT
Mattel Inc

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
10,560
$18.35 - $22.86 $194K - $241K
ACC
American Campus Communities Inc

Real Estate
Q4 2021 Filed on Jan 31, 2022
4,566
$49.31 - $57.29 $225K - $262K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
1,457
$64.27 - $96.67 $93.6K - $141K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
1,369
$146.39 - $173.51 $200K - $238K
Cimarex Energy CO
Q3 2021 Filed on Oct 13, 2021
3,192
N/A
Brookfield Ppty Reit Inc
Q3 2021 Filed on Oct 13, 2021
10,695
N/A
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Oct 13, 2021
19,308
$65.37 - $89.39 $1.26M - $1.73M
EWY
Ishares Inc Msci South Korea E

ETFs
Q3 2021 Filed on Oct 13, 2021
6,262
$80.06 - $93.0 $501K - $582K
VBR
Vanguard Small Cap Value ETF

ETFs
Q3 2021 Filed on Oct 13, 2021
2,700
$162.66 - $175.73 $439K - $474K
MTCH
Match Group, Inc.

Communication Services
Q3 2021 Filed on Oct 13, 2021
5,135
$130.97 - $165.86 $673K - $852K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q3 2021 Filed on Oct 13, 2021
7,654
$48.84 - $55.03 $374K - $421K
ARKW
Ark Next Generation Internet E

ETFs
Q3 2021 Filed on Oct 13, 2021
2,853
$137.41 - $154.33 $392K - $440K
XPO
Xpo Logistics, Inc.

Industrials
Q3 2021 Filed on Oct 13, 2021
2,156
$79.58 - $90.39 $172K - $195K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q3 2021 Filed on Oct 13, 2021
7,566
$54.6 - $54.92 $413K - $416K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2021 Filed on Oct 13, 2021
61,930
$17.58 - $21.81 $1.09M - $1.35M
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2021 Filed on Oct 13, 2021
4,456
$50.12 - $50.16 $223K - $224K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
13,543
$62.19 - $83.24 $842K - $1.13M
KXI
Ishares Tr Global Consumer Sta

ETFs
Q3 2021 Filed on Oct 13, 2021
7,611
$59.97 - $62.8 $456K - $478K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2021 Filed on Oct 13, 2021
4,095
$49.35 - $54.02 $202K - $221K
Ishares Gold Tr
Q2 2021 Filed on Jul 13, 2021
24,056
N/A
VTC
Vanguard Scottsdale Fds Total

ETFs
Q2 2021 Filed on Jul 13, 2021
9,636
$89.4 - $92.0 $861K - $887K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Jul 13, 2021
1,889
$113.04 - $115.78 $214K - $219K
CXW
Core Civic, Inc.

Real Estate
Q2 2021 Filed on Jul 13, 2021
17,195
$7.26 - $11.98 $125K - $206K
IBOC
International Bancshares Corp

Financial Services
Q2 2021 Filed on Jul 13, 2021
4,586
$42.94 - $50.33 $197K - $231K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2021 Filed on Jul 13, 2021
3,866
$120.76 - $136.37 $467K - $527K
SLV
I Shares Silver Trust

ETFs
Q2 2021 Filed on Jul 13, 2021
10,359
$23.04 - $26.19 $239K - $271K
IEZ
Ishares Tr

ETFs
Q2 2021 Filed on Jul 13, 2021
87,910
$12.23 - $17.07 $1.08M - $1.5M
VEEV
Veeva Systems Inc

Healthcare
Q2 2021 Filed on Jul 13, 2021
1,104
$245.66 - $320.13 $271K - $353K
RGEN
Repligen Corp

Healthcare
Q2 2021 Filed on Jul 13, 2021
2,261
$165.87 - $220.95 $375K - $500K
COUP
Coupa Software Inc

Technology
Q2 2021 Filed on Jul 13, 2021
1,010
$217.36 - $279.31 $220K - $282K
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