BRWA
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B. Riley Wealth Advisors’s Atlassian TEAM Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-1,888
Closed -$334K – 1429
2024
Q2 		$334K Sell
1,888
-1,110
-37% -$198K 0.01% 982
2024
Q1 		$604K Buy
2,998
+1,257
+72% +$274K 0.02% 708
2023
Q4 		$414K Sell
1,741
-1,257
-42% -$247K 0.01% 914
2023
Q3 		$604K Sell
2,998
-466
-13% -$88.5K 0.02% 708
2023
Q2 		$581K Buy
3,464
+1,374
+66% +$220K 0.01% 785
2023
Q1 		$358K Buy
2,090
+337
+19% +$53.8K 0.01% 969
2022
Q4 		$226K Sell
1,753
-712
-29% -$113K 0.01% 1189
2022
Q3 		$520K Buy
2,465
+847
+52% +$198K 0.02% 746
2022
Q2 		$305K Buy
1,618
+209
+15% +$44.6K 0.01% 875
2022
Q1 		$415K Buy
1,409
+242
+21% +$72.3K 0.01% 849
2021
Q4 		$445K Buy
1,167
+138
+13% +$55.5K 0.01% 883
2021
Q3 		$394K Sell
1,029
-194
-16% -$64.8K 0.01% 899
2021
Q2 		$315K Sell
1,223
-29
-2% -$6.79K 0.01% 997
2021
Q1 		$265K Buy
+1,252
New +$291K 0.01% 1061
2020
Q3 		– Sell
-4,799
Closed -$866K – 980
2020
Q2 		$866K Buy
4,799
+2,792
+139% +$464K 0.06% 308
2020
Q1 		$276K Buy
+2,007
New +$281K 0.02% 571

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return