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Cornerstone Wealth Management’s Atlassian TEAM Stock Holding History

Cornerstone 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
2022
Q3 		$233K Sell
1,107
-27
-2% -$6.31K 0.03% 394
2022
Q2 		$213K Sell
1,134
-30
-3% -$6.41K 0.02% 414
2022
Q1 		$342K Sell
1,164
-20
-2% -$5.97K 0.03% 342
2021
Q4 		$447K Sell
1,184
-677
-36% -$272K 0.04% 310
2021
Q3 		$728K Sell
1,861
-1
-0.1% -$334 0.08% 221
2021
Q2 		$478K Buy
1,862
+191
+11% +$44.7K 0.05% 292
2021
Q1 		$352K Sell
1,671
-23
-1% -$5.35K 0.04% 327
2020
Q4 		$396K Sell
1,694
-171
-9% -$36.1K 0.05% 281
2020
Q3 		$339K Buy
1,865
+697
+60% +$124K 0.05% 277
2020
Q2 		$211K Buy
+1,168
New +$194K 0.03% 346

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cornerstone Wealth Management's TEAM Position: Q3 2022 in Review

Cornerstone Wealth Management reduced its Atlassian (TEAM) stake by 2.4% in Q3 2022, selling an estimated $6.31K and leaving 1,107 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #394.

Cornerstone Wealth Management first reported a position in TEAM in Q2 2020 and has held it in 10 quarters since. The position peaked at $728K in Q3 2021. 605 funds tracked by Wall St. Rank hold TEAM as of Q3 2022.

  • Cornerstone Wealth Management held 1,107 shares of Atlassian worth $233K as of Q3 2022.
  • Cornerstone Wealth Management sold 27 Atlassian shares in Q3 2022, an estimated $6.31K.
  • Atlassian made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2022, its #394 holding.
  • Cornerstone Wealth Management first reported a position in Atlassian in Q2 2020 and has held it in 10 quarters since.
  • Cornerstone Wealth Management's Atlassian position peaked at $728K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Atlassian as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.