LWAC
TEAM icon

Laurel Wealth Advisors (California)’s Atlassian TEAM Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.31M Buy
10,208
+562
+6% +$89.5K 0.13% 174
2022
Q3 		$2.03M Buy
9,646
+330
+4% +$77.1K 0.22% 109
2022
Q2 		$1.75M Sell
9,316
-726
-7% -$155K 0.18% 127
2022
Q1 		$2.95M Sell
10,042
-45
-0.4% -$13.4K 0.24% 95
2021
Q4 		$3.85M Buy
10,087
+995
+11% +$400K 0.3% 84
2021
Q3 		$3.56M Sell
9,092
-133
-1% -$44.4K 0.65% 27
2021
Q2 		$2.37M Buy
9,225
+10
+0.1% +$2.34K 0.31% 81
2021
Q1 		$1.94M Sell
9,215
-7,152
-44% -$1.66M 0.29% 84
2020
Q4 		$3.83M Buy
16,367
+28
+0.2% +$5.92K 0.56% 38
2020
Q3 		$2.97M Buy
16,339
+100
+0.6% +$17.8K 0.49% 50
2020
Q2 		$2.93M Buy
16,239
+3
+0% +$498 0.54% 46
2020
Q1 		$2.23M Sell
16,236
-15
-0.1% -$2.1K 0.51% 49
2019
Q4 		$1.96M Sell
16,251
-22
-0.1% -$2.68K 0.33% 73
2019
Q3 		$2.04M Sell
16,273
-143
-0.9% -$19.5K 0.35% 73
2019
Q2 		$2.15M Buy
16,416
+90
+0.6% +$10.8K 0.47% 52
2019
Q1 		$1.83M Buy
16,326
+600
+4% +$61.3K 0.45% 53
2018
Q4 		$1.4M Buy
15,726
+80
+0.5% +$6.34K 0.41% 67
2018
Q3 		$1.5M Buy
15,646
+6,999
+81% +$554K 0.37% 69
2018
Q2 		$540K Hold
8,647
– – 0.14% 159
2018
Q1 		$466K Buy
8,647
+2,206
+34% +$120K 0.14% 173
2017
Q4 		$293K Buy
+6,441
New +$300K 0.08% 260

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TEAM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Atlassian (TEAM) stake by 5.8% in Q4 2022, buying an estimated $89.5K and bringing the position to 10,208 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #174.

Laurel Wealth Advisors (California) first reported a position in TEAM in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.85M in Q4 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 10,208 shares of Atlassian worth $1.31M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 562 Atlassian shares in Q4 2022, an estimated $89.5K.
  • Atlassian made up 0.13% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #174 holding.
  • Laurel Wealth Advisors (California) first reported a position in Atlassian in Q4 2017 and has held it in 21 quarters since.
  • Laurel Wealth Advisors (California)'s Atlassian position peaked at $3.85M in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.