KWM
TEAM icon

Kolinsky Wealth Management’s Atlassian TEAM Stock Holding History

Kolinsky 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
2024
Q3 		– Sell
-1,716
Closed -$304K – 185
2024
Q2 		$304K Buy
+1,716
New +$307K 0.22% 109
2023
Q3 		– Sell
-1,807
Closed -$292K – 141
2023
Q2 		$292K Buy
+1,807
New +$289K 0.28% 86
2022
Q4 		– Sell
-1,305
Closed -$275K – 134
2022
Q3 		$275K Buy
+1,305
New +$305K 0.34% 76
2022
Q2 		– Sell
-709
Closed -$208K – 148
2022
Q1 		$208K Sell
709
-246
-26% -$73.5K 0.2% 129
2021
Q4 		$364K Buy
+955
New +$384K 0.34% 72

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return