Berman Capital Advisors’s Atlassian TEAM Stock Holding History

Berman Capital 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
2021 Q3	$194K	Buy	499 +96	+24%	+$32.1K	0.03%	270
2021 Q2	$103K	Buy	403 +103	+34%	+$24.1K	0.02%	377
2021 Q1	$63K	Buy	300 +129	+75%	+$30K	0.01%	406
2020 Q4	$39K	Sell	171 -791	-82%	-$167K	0.01%	478
2020 Q3	$174K	Sell	962 -548	-36%	-$97.7K	0.05%	161
2020 Q2	$272K	Buy	1,510 +1,203	+392%	+$200K	0.07%	109
2020 Q1	$41K	Buy	307 +264	+614%	+$36.9K	0.01%	326
2019 Q4	$5K	Sell	43 -26	-38%	-$3.17K	﹤0.01%	993
2019 Q3	$8K	Hold	69	–	–	﹤0.01%	798
2019 Q2	$9K	Buy	69 +26	+60%	+$3.13K	﹤0.01%	785
2019 Q1	$4K	Buy	43 +28	+187%	+$2.86K	﹤0.01%	940
2018 Q4	$0	Buy	+15	New	+$1.19K	﹤0.01%	1254

Other funds holding TEAM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Berman Capital Advisors's TEAM Position: Q3 2021 in Review

Berman Capital Advisors increased its Atlassian (TEAM) stake by 24% in Q3 2021, buying an estimated $32.1K and bringing the position to 499 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #270.

Berman Capital Advisors first reported a position in TEAM in Q4 2018 and has held it in 12 quarters since. The position peaked at $272K in Q2 2020. 694 funds tracked by Wall St. Rank hold TEAM as of Q3 2021.

Berman Capital Advisors held 499 shares of Atlassian worth $194K as of Q3 2021.
Berman Capital Advisors bought 96 Atlassian shares in Q3 2021, an estimated $32.1K.
Atlassian made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #270 holding.
Berman Capital Advisors first reported a position in Atlassian in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Atlassian position peaked at $272K in Q2 2020.
694 funds tracked by Wall St. Rank held Atlassian as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.