Evanson Asset Management’s Atlassian TEAM Stock Holding History

Evanson 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
2022 Q4	–	Sell	-2,607	Closed	-$549K	–	274
2022 Q3	$549K	Buy	2,607 +13	+0.5%	+$3.04K	0.06%	137
2022 Q2	$486K	Sell	2,594 -75	-3%	-$16K	0.05%	162
2022 Q1	$784K	Buy	2,669 +79	+3%	+$23.6K	0.08%	120
2021 Q4	$988K	Hold	2,590	–	–	0.09%	100
2021 Q3	$684K	Hold	2,590	–	–	0.07%	137
2021 Q2	$665K	Buy	2,590 +452	+21%	+$106K	0.07%	140
2021 Q1	$451K	Buy	+2,138	New	+$497K	0.07%	171

Other funds holding TEAM

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Evanson Asset Management's TEAM Position: Q4 2022 in Review

Evanson Asset Management sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 2,607 shares — an estimated $549K sold.

Evanson Asset Management first reported a position in TEAM in Q1 2021 and held it in 7 quarters. The position peaked at $988K in Q4 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

Evanson Asset Management reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
Evanson Asset Management sold 2,607 Atlassian shares in Q4 2022, an estimated $549K.
Evanson Asset Management first reported a position in Atlassian in Q1 2021 and held it in 7 quarters.
Evanson Asset Management's Atlassian position peaked at $988K in Q4 2021.
564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Evanson Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.