KWM
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Kingsview Wealth Management’s Atlassian TEAM Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-890
Closed -$199K – 1015
2021
Q1 		$199K Buy
+890
New +$207K 0.01% 777

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kingsview Wealth Management's TEAM Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Atlassian (TEAM) in Q2 2021, closing a stake of 890 shares — an estimated $199K sold.

Kingsview Wealth Management first reported a position in TEAM in Q1 2021 and held it in 1 quarter. The position peaked at $199K in Q1 2021. 630 funds tracked by Wall St. Rank hold TEAM as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Atlassian position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 890 Atlassian shares in Q2 2021, an estimated $199K.
  • Kingsview Wealth Management first reported a position in Atlassian in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Atlassian position peaked at $199K in Q1 2021.
  • 630 funds tracked by Wall St. Rank held Atlassian as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.