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Baker Tilly Wealth Management’s Atlassian TEAM Stock Holding History

Baker Tilly 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
-1,591
Closed -$335K – 566
2022
Q3 		$335K Sell
1,591
-69
-4% -$16.1K 0.05% 392
2022
Q2 		$311K Sell
1,660
-356
-18% -$76K 0.04% 405
2022
Q1 		$592K Buy
2,016
+14
+0.7% +$4.18K 0.07% 301
2021
Q4 		$763K Buy
2,002
+218
+12% +$87.6K 0.08% 268
2021
Q3 		$698K Sell
1,784
-66
-4% -$22K 0.09% 245
2021
Q2 		$475K Buy
1,850
+539
+41% +$126K 0.08% 289
2021
Q1 		$276K Buy
1,311
+246
+23% +$57.2K 0.06% 376
2020
Q4 		$249K Buy
+1,065
New +$225K 0.08% 280

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $55.2B AUM 57.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Jennison Associates
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

Baker Tilly Wealth Management's TEAM Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 1,591 shares — an estimated $335K sold.

Baker Tilly Wealth Management first reported a position in TEAM in Q4 2020 and held it in 8 quarters. The position peaked at $763K in Q4 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,591 Atlassian shares in Q4 2022, an estimated $335K.
  • Baker Tilly Wealth Management first reported a position in Atlassian in Q4 2020 and held it in 8 quarters.
  • Baker Tilly Wealth Management's Atlassian position peaked at $763K in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

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