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	0.64%	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	–	179
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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

Avitas Wealth Management sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 3,673 shares — an estimated $773K sold.

Avitas Wealth Management first reported a position in TEAM in Q4 2018 and held it in 11 quarters. The position peaked at $3.54M in Q3 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

Avitas Wealth Management reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
Avitas Wealth Management sold 3,673 Atlassian shares in Q4 2022, an estimated $773K.
Avitas Wealth Management first reported a position in Atlassian in Q4 2018 and held it in 11 quarters.
Avitas Wealth Management's Atlassian position peaked at $3.54M in Q3 2021.
564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.