AWM
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Avitas Wealth Management’s Atlassian TEAM Stock Holding History

Avitas 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
-3,673
Closed -$773K – 201
2022
Q3 		$773K Sell
3,673
-65
-2% -$15.2K 0.18% 124
2022
Q2 		$701K Buy
3,738
+17
+0.5% +$3.63K 0.15% 129
2022
Q1 		$1.09M Sell
3,721
-3,154
-46% -$942K 0.2% 121
2021
Q4 		$2.62M Sell
6,875
-2,177
-24% -$875K 0.44% 86
2021
Q3 		$3.54M Sell
9,052
-39
-0.4% -$13K 0.65% 60
2021
Q2 		$2.33M Buy
9,091
+1,992
+28% +$466K 0.42% 98
2021
Q1 		$1.5M Sell
7,099
-2,391
-25% -$556K 0.29% 111
2020
Q4 		$2.22M Buy
9,490
+240
+3% +$50.7K 0.45% 93
2020
Q3 		$1.68M Buy
+9,250
New +$1.65M 0.47% 84
2019
Q2 		– Sell
-15,173
Closed -$1.71M – 180
2019
Q1 		$1.71M Buy
15,173
+66
+0.4% +$6.74K 0.5% 85
2018
Q4 		$1.34M Buy
+15,107
New +$1.2M 0.44% 88

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 $5.7T 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 $61.3B 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