FWM
TEAM icon

Focused Wealth Management’s Atlassian TEAM Stock Holding History

Focused 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
2024
Q2 		– Sell
-228
Closed -$44.5K – 271
2024
Q1 		$44.5K Buy
+228
New +$49.7K 0.01% 197
2023
Q3 		– Hold
0
– – – 1123
2023
Q2 		– Hold
0
– – – 1144
2022
Q4 		– Hold
0
– – – 1188
2022
Q3 		– Hold
0
– – – 1079
2022
Q2 		– Sell
-4
Closed -$1K – 1092
2022
Q1 		$1K Sell
4
-4
-50% -$1.2K ﹤0.01% 939
2021
Q4 		$3K Buy
8
+4
+100% +$1.61K ﹤0.01% 769
2021
Q3 		$2K Buy
+4
New +$1.34K ﹤0.01% 832
2021
Q2 		– Hold
0
– – – 1051
2021
Q1 		– Hold
0
– – – 1019
2019
Q2 		– Hold
0
– – – 808
2019
Q1 		– Hold
0
– – – 768

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return