BDO Wealth Advisors’s Atlassian TEAM Stock Holding History

BDO 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
2023 Q2	$30.2K	Sell	180 -16	-8%	-$2.56K	﹤0.01%	513
2023 Q1	$33.5K	Sell	196 -8	-4%	-$1.28K	﹤0.01%	493
2022 Q4	$26.3K	Hold	204	–	–	﹤0.01%	523
2022 Q3	$43K	Hold	204	–	–	0.01%	431
2022 Q2	$38K	Hold	204	–	–	﹤0.01%	454
2022 Q1	$60K	Sell	204 -8	-4%	-$2.39K	0.01%	403
2021 Q4	$81K	Buy	212 +8	+4%	+$3.21K	0.01%	376
2021 Q3	$80K	Hold	204	–	–	0.01%	383
2021 Q2	$52K	Buy	204 +24	+13%	+$5.62K	0.01%	464
2021 Q1	$38K	Hold	180	–	–	﹤0.01%	494
2020 Q4	$42K	Hold	180	–	–	0.01%	373
2020 Q3	$33K	Sell	180 -25	-12%	-$4.46K	0.01%	377
2020 Q2	$37K	Hold	205	–	–	0.01%	358
2020 Q1	$28K	Buy	+205	New	+$28.7K	0.01%	403
2018 Q4	–	Sell	-30	Closed	-$3K	–	622
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	540
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	595
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	524
2017 Q4	$1K	Sell	30 -30	-50%	-$1.4K	﹤0.01%	473
2017 Q3	$2K	Buy	+60	New	+$2.13K	﹤0.01%	401

Other funds holding TEAM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

BDO Wealth Advisors's TEAM Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Atlassian (TEAM) stake by 8.2% in Q2 2023, selling an estimated $2.56K and leaving 180 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

BDO Wealth Advisors first reported a position in TEAM in Q3 2017 and has held it in 19 quarters since. The position peaked at $81K in Q4 2021. 637 funds tracked by Wall St. Rank hold TEAM as of Q2 2023.

BDO Wealth Advisors held 180 shares of Atlassian worth $30.2K as of Q2 2023.
BDO Wealth Advisors sold 16 Atlassian shares in Q2 2023, an estimated $2.56K.
Atlassian made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #513 holding.
BDO Wealth Advisors first reported a position in Atlassian in Q3 2017 and has held it in 19 quarters since.
BDO Wealth Advisors's Atlassian position peaked at $81K in Q4 2021.
637 funds tracked by Wall St. Rank held Atlassian as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.