CFA
TEAM icon

Capstone Financial Advisors’s Atlassian TEAM Stock Holding History

Capstone Financial 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
2022
Q1 		– Sell
-538
Closed -$205K – 154
2021
Q4 		$205K Hold
538
– – 0.01% 123
2021
Q3 		$211K Buy
+538
New +$180K 0.02% 125

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capstone Financial Advisors's TEAM Position: Q1 2022 in Review

Capstone Financial Advisors sold out of Atlassian (TEAM) in Q1 2022, closing a stake of 538 shares — an estimated $205K sold.

Capstone Financial Advisors first reported a position in TEAM in Q3 2021 and held it in 2 quarters. The position peaked at $211K in Q3 2021. 706 funds tracked by Wall St. Rank hold TEAM as of Q1 2022.

  • Capstone Financial Advisors reported no remaining Atlassian position as of Q1 2022 after selling out during the quarter.
  • Capstone Financial Advisors sold 538 Atlassian shares in Q1 2022, an estimated $205K.
  • Capstone Financial Advisors first reported a position in Atlassian in Q3 2021 and held it in 2 quarters.
  • Capstone Financial Advisors's Atlassian position peaked at $211K in Q3 2021.
  • 706 funds tracked by Wall St. Rank held Atlassian as of Q1 2022.

Based on Capstone Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.