9WM
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9258 Wealth Management’s Atlassian TEAM Stock Holding History

9258 Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-596
Closed -$227K – 383
2021
Q4 		$227K Buy
596
+60
+11% +$24.1K 0.05% 333
2021
Q3 		$210K Buy
+536
New +$179K 0.06% 322

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

9258 Wealth Management's TEAM Position: Q1 2022 in Review

9258 Wealth Management sold out of Atlassian (TEAM) in Q1 2022, closing a stake of 596 shares — an estimated $227K sold.

9258 Wealth Management first reported a position in TEAM in Q3 2021 and held it in 2 quarters. The position peaked at $227K in Q4 2021. 706 funds tracked by Wall St. Rank hold TEAM as of Q1 2022.

  • 9258 Wealth Management reported no remaining Atlassian position as of Q1 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 596 Atlassian shares in Q1 2022, an estimated $227K.
  • 9258 Wealth Management first reported a position in Atlassian in Q3 2021 and held it in 2 quarters.
  • 9258 Wealth Management's Atlassian position peaked at $227K in Q4 2021.
  • 706 funds tracked by Wall St. Rank held Atlassian as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.