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Heritage Wealth Management (Arizona)’s Atlassian TEAM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-25
Closed -$6K – 929
2021
Q2 		$6K Hold
25
– – ﹤0.01% 731
2021
Q1 		$5K Buy
+25
New +$5.82K ﹤0.01% 651

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TEAM Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Atlassian (TEAM) in Q3 2021, closing a stake of 25 shares — an estimated $6K sold.

Heritage Wealth Management (Arizona) first reported a position in TEAM in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 693 funds tracked by Wall St. Rank hold TEAM as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Atlassian position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 25 Atlassian shares in Q3 2021, an estimated $6K.
  • Heritage Wealth Management (Arizona) first reported a position in Atlassian in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Atlassian position peaked at $6K in Q2 2021.
  • 693 funds tracked by Wall St. Rank held Atlassian as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.