CM Wealth Advisors’s Atlassian TEAM Stock Holding History

CM 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	–	Sell	-5,770	Closed	-$876K	–	399
2023 Q1	$876K	Buy	+5,770	New	+$920K	0.17%	181

Other funds holding TEAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CM Wealth Advisors sold out of Atlassian (TEAM) in Q2 2023, closing a stake of 5,770 shares — an estimated $876K sold.

CM Wealth Advisors first reported a position in TEAM in Q1 2023 and held it in 1 quarter. The position peaked at $876K in Q1 2023. 636 funds tracked by Wall St. Rank hold TEAM as of Q2 2023.

CM Wealth Advisors reported no remaining Atlassian position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,770 Atlassian shares in Q2 2023, an estimated $876K.
CM Wealth Advisors first reported a position in Atlassian in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Atlassian position peaked at $876K in Q1 2023.
636 funds tracked by Wall St. Rank held Atlassian as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.