Joel Isaacson & Co’s Atlassian TEAM Stock Holding History

Joel Isaacson & Co’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	-1,020	Closed	-$215K	–	332
2022 Q3	$215K	Buy	+1,020	New	+$238K	0.02%	273
2022 Q2	–	Sell	-1,025	Closed	-$266K	–	315
2022 Q1	$266K	Hold	1,025	–	–	0.02%	270
2021 Q4	$391K	Hold	1,025	–	–	0.03%	220
2021 Q3	$401K	Hold	1,025	–	–	0.03%	209
2021 Q2	$263K	Hold	1,025	–	–	0.02%	250
2021 Q1	$216K	Buy	1,025 +25	+3%	+$5.82K	0.02%	249
2020 Q4	$234K	Buy	+1,000	New	+$211K	0.02%	218

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

Joel Isaacson & Co's TEAM Position: Q4 2022 in Review

Joel Isaacson & Co sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 1,020 shares — an estimated $215K sold.

Joel Isaacson & Co first reported a position in TEAM in Q4 2020 and held it in 7 quarters. The position peaked at $401K in Q3 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

Joel Isaacson & Co reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
Joel Isaacson & Co sold 1,020 Atlassian shares in Q4 2022, an estimated $215K.
Joel Isaacson & Co first reported a position in Atlassian in Q4 2020 and held it in 7 quarters.
Joel Isaacson & Co's Atlassian position peaked at $401K in Q3 2021.
564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Joel Isaacson & Co's 13F filing for Q4 2022, filed 27 Jan 2023.