BWM
TEAM icon

BerganKDV Wealth Management’s Atlassian TEAM Stock Holding History

BerganKDV 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
Q2 		– Sell
-2
Closed -$343 – 1060
2023
Q1 		$343 Sell
2
-150
-99% -$23.9K ﹤0.01% 1006
2022
Q4 		$19.6K Sell
152
-8
-5% -$1.27K ﹤0.01% 500
2022
Q3 		$34K Sell
160
-8
-5% -$1.87K ﹤0.01% 414
2022
Q2 		$31K Buy
168
+4
+2% +$854 ﹤0.01% 440
2022
Q1 		$48K Buy
164
+3
+2% +$896 0.01% 403
2021
Q4 		$61K Hold
161
– – 0.01% 402
2021
Q3 		$63K Buy
161
+8
+5% +$2.67K 0.01% 374
2021
Q2 		$39K Buy
153
+50
+49% +$11.7K ﹤0.01% 428
2021
Q1 		$22K Hold
103
– – ﹤0.01% 475
2020
Q4 		$24K Buy
103
+100
+3,333% +$21.1K ﹤0.01% 446
2020
Q3 		$1K Hold
3
– – ﹤0.01% 868
2020
Q2 		$1K Buy
+3
New +$498 ﹤0.01% 906

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BerganKDV Wealth Management's TEAM Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Atlassian (TEAM) in Q2 2023, closing a stake of 2 shares — an estimated $343 sold.

BerganKDV Wealth Management first reported a position in TEAM in Q2 2020 and held it in 12 quarters. The position peaked at $63K in Q3 2021. 636 funds tracked by Wall St. Rank hold TEAM as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Atlassian position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2 Atlassian shares in Q2 2023, an estimated $343.
  • BerganKDV Wealth Management first reported a position in Atlassian in Q2 2020 and held it in 12 quarters.
  • BerganKDV Wealth Management's Atlassian position peaked at $63K in Q3 2021.
  • 636 funds tracked by Wall St. Rank held Atlassian as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.