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Teamwork Financial Advisors’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

Teamwork Financial Advisors’s Portfolio IQSU Stock Details IQSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,144
Closed -$214K – 291
2021
Q4 		$214K Buy
+5,144
New +$206K 0.04% 276

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Teamwork Financial Advisors's IQSU Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) in Q1 2022, closing a stake of 5,144 shares — an estimated $214K sold.

Teamwork Financial Advisors first reported a position in IQSU in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 12 funds tracked by Wall St. Rank hold IQSU as of Q1 2022.

  • Teamwork Financial Advisors reported no remaining NYLIM Candriam U.S. Large Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 5,144 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q1 2022, an estimated $214K.
  • Teamwork Financial Advisors first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q4 2021 and held it in 1 quarter.
  • Teamwork Financial Advisors's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $214K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.