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LWAC
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
0.52%
49
2019
Q4
$1.96M
Sell
16,251
-22
-0.1%
-$2.68K
0.34%
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
0.48%
52
2019
Q1
$1.83M
Buy
16,326
+600
+4%
+$61.3K
0.46%
53
2018
Q4
$1.4M
Buy
15,726
+80
+0.5%
+$6.34K
0.42%
67
2018
Q3
$1.5M
Buy
15,646
+6,999
+81%
+$554K
0.38%
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
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
WCM Investment Management
Laguna Beach, California
$43.8B AUM
42.28%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
DCP
Durable Capital Partners
Bethesda, Maryland
$9.71B AUM
26.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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