BTWM
TEAM icon

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 $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