AWM
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Accel Wealth Management’s Atlassian TEAM Stock Holding History

Accel 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
Q4 		– Sell
-5
Closed -$1K – 1091
2022
Q3 		$1K Hold
5
– – ﹤0.01% 1024
2022
Q2 		$1K Buy
+5
New +$1.07K ﹤0.01% 984
2021
Q3 		– Sell
-12
Closed -$3K – 886
2021
Q2 		$3K Buy
+12
New +$2.81K ﹤0.01% 845

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Accel Wealth Management's TEAM Position: Q4 2022 in Review

Accel Wealth Management sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

Accel Wealth Management first reported a position in TEAM in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 565 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

  • Accel Wealth Management reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 5 Atlassian shares in Q4 2022, an estimated $1K.
  • Accel Wealth Management first reported a position in Atlassian in Q2 2021 and held it in 3 quarters.
  • Accel Wealth Management's Atlassian position peaked at $3K in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.