BDWM
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Brewin Dolphin Wealth Management’s Atlassian TEAM Stock Holding History

Brewin Dolphin 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
2020
Q3 		– Sell
-128
Closed -$23.1K – 314
2020
Q2 		$23.1K Buy
+128
New +$21.3K ﹤0.01% 207

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brewin Dolphin Wealth Management's TEAM Position: Q3 2020 in Review

Brewin Dolphin Wealth Management sold out of Atlassian (TEAM) in Q3 2020, closing a stake of 128 shares — an estimated $23.1K sold.

Brewin Dolphin Wealth Management first reported a position in TEAM in Q2 2020 and held it in 1 quarter. The position peaked at $23.1K in Q2 2020. 496 funds tracked by Wall St. Rank hold TEAM as of Q3 2020.

  • Brewin Dolphin Wealth Management reported no remaining Atlassian position as of Q3 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 128 Atlassian shares in Q3 2020, an estimated $23.1K.
  • Brewin Dolphin Wealth Management first reported a position in Atlassian in Q2 2020 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Atlassian position peaked at $23.1K in Q2 2020.
  • 496 funds tracked by Wall St. Rank held Atlassian as of Q3 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2023.