AWM
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Affinity Wealth Management’s Atlassian TEAM Stock Holding History

Affinity 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
2019
Q4 		– Sell
-6,976
Closed -$875K – 107
2019
Q3 		$875K Buy
6,976
+85
+1% +$11.6K 0.35% 49
2019
Q2 		$902K Hold
6,891
– – 0.35% 47
2019
Q1 		$774K Buy
6,891
+469
+7% +$47.9K 0.31% 56
2018
Q4 		$571K Buy
+6,422
New +$509K 0.35% 44

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Affinity Wealth Management's TEAM Position: Q4 2019 in Review

Affinity Wealth Management sold out of Atlassian (TEAM) in Q4 2019, closing a stake of 6,976 shares — an estimated $875K sold.

Affinity Wealth Management first reported a position in TEAM in Q4 2018 and held it in 4 quarters. The position peaked at $902K in Q2 2019. 402 funds tracked by Wall St. Rank hold TEAM as of Q4 2019.

  • Affinity Wealth Management reported no remaining Atlassian position as of Q4 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 6,976 Atlassian shares in Q4 2019, an estimated $875K.
  • Affinity Wealth Management first reported a position in Atlassian in Q4 2018 and held it in 4 quarters.
  • Affinity Wealth Management's Atlassian position peaked at $902K in Q2 2019.
  • 402 funds tracked by Wall St. Rank held Atlassian as of Q4 2019.

Based on Affinity Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.