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CAM
Concorde Asset Management’s
Atlassian
TEAM
Stock Holding History
Concorde Asset 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
2021
Q4
–
Sell
-6,526
Closed
-$2.55M
–
199
2021
Q3
$2.55M
Buy
6,526
+4,134
+173%
+$1.38M
1.47%
9
2021
Q2
$614K
Sell
2,392
-1,216
-34%
-$285K
0.34%
81
2021
Q1
$760K
Sell
3,608
-8,205
-69%
-$1.91M
0.44%
68
2020
Q4
$2.76M
Sell
11,813
-16
-0.1%
-$3.38K
1.53%
16
2020
Q3
$2.15M
Buy
+11,829
New
+$2.11M
1.23%
16
2020
Q1
–
Sell
-7,159
Closed
-$862K
–
159
2019
Q4
$862K
Buy
7,159
+252
+4%
+$30.7K
0.6%
45
2019
Q3
$866K
Sell
6,907
-999
-13%
-$136K
0.67%
41
2019
Q2
$1.03M
Buy
+7,906
New
+$953K
0.61%
45
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1-Year Est. Return
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1-Year Est. Return
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$43.8B AUM
42.28%
1-Year Est. Return
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New York
$115B AUM
24.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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