IWP
TEAM icon

Icon Wealth Partners’s Atlassian TEAM Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-1,202
Closed -$353K – 334
2022
Q1 		$353K Sell
1,202
-152
-11% -$45.4K 0.04% 251
2021
Q4 		$516K Buy
1,354
+27
+2% +$10.8K 0.05% 212
2021
Q3 		$519K Sell
1,327
-32
-2% -$10.7K 0.05% 221
2021
Q2 		$349K Buy
+1,359
New +$318K 0.04% 279

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Icon Wealth Partners's TEAM Position: Q2 2022 in Review

Icon Wealth Partners sold out of Atlassian (TEAM) in Q2 2022, closing a stake of 1,202 shares — an estimated $353K sold.

Icon Wealth Partners first reported a position in TEAM in Q2 2021 and held it in 4 quarters. The position peaked at $519K in Q3 2021. 663 funds tracked by Wall St. Rank hold TEAM as of Q2 2022.

  • Icon Wealth Partners reported no remaining Atlassian position as of Q2 2022 after selling out during the quarter.
  • Icon Wealth Partners sold 1,202 Atlassian shares in Q2 2022, an estimated $353K.
  • Icon Wealth Partners first reported a position in Atlassian in Q2 2021 and held it in 4 quarters.
  • Icon Wealth Partners's Atlassian position peaked at $519K in Q3 2021.
  • 663 funds tracked by Wall St. Rank held Atlassian as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.