Baystate Wealth Management’s Atlassian TEAM Stock Holding History

Baystate 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
2023 Q4	$25.6K	Hold	107	–	–	﹤0.01%	508
2023 Q3	$21.6K	Hold	107	–	–	﹤0.01%	464
2023 Q2	$18K	Hold	107	–	–	﹤0.01%	475
2023 Q1	$18.4K	Hold	107	–	–	﹤0.01%	469
2022 Q4	$14K	Hold	107	–	–	﹤0.01%	518
2022 Q3	$23K	Hold	107	–	–	﹤0.01%	408
2022 Q2	$20K	Hold	107	–	–	﹤0.01%	456
2022 Q1	$32K	Hold	107	–	–	﹤0.01%	384
2021 Q4	$41K	Buy	107 +27	+34%	+$10.8K	﹤0.01%	351
2021 Q3	$31K	Hold	80	–	–	﹤0.01%	352
2021 Q2	$21K	Hold	80	–	–	﹤0.01%	399
2021 Q1	$17K	Hold	80	–	–	﹤0.01%	408
2020 Q4	$19K	Hold	80	–	–	﹤0.01%	351
2020 Q3	$15K	Hold	80	–	–	﹤0.01%	347
2020 Q2	$14K	Hold	80	–	–	﹤0.01%	346
2020 Q1	$11K	Hold	80	–	–	﹤0.01%	359
2019 Q4	$10K	Hold	80	–	–	﹤0.01%	403
2019 Q3	$10K	Hold	80	–	–	﹤0.01%	363
2019 Q2	$11K	Hold	80	–	–	﹤0.01%	365
2019 Q1	$8K	Hold	80	–	–	﹤0.01%	407
2018 Q4	$7K	Hold	80	–	–	﹤0.01%	416
2018 Q3	$6K	Hold	80	–	–	﹤0.01%	429
2018 Q2	$5K	Buy	+80	New	+$4.92K	﹤0.01%	456

Other funds holding TEAM

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return