Icon Wealth Advisors’s Atlassian TEAM Stock Holding History

Icon Wealth Advisors’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	-782	Closed	-$165K	–	402
2022 Q3	$165K	Buy	+782	New	+$183K	0.02%	320

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Icon Wealth Advisors's TEAM Position: Q4 2022 in Review

Icon Wealth Advisors sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 782 shares — an estimated $165K sold.

Icon Wealth Advisors first reported a position in TEAM in Q3 2022 and held it in 1 quarter. The position peaked at $165K in Q3 2022. 565 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

Icon Wealth Advisors reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
Icon Wealth Advisors sold 782 Atlassian shares in Q4 2022, an estimated $165K.
Icon Wealth Advisors first reported a position in Atlassian in Q3 2022 and held it in 1 quarter.
Icon Wealth Advisors's Atlassian position peaked at $165K in Q3 2022.
565 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.