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Lee Financial’s Atlassian TEAM Stock Holding History

Lee Financial’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
Q2 		– Sell
-7
Closed -$2K – 997
2022
Q1 		$2K Sell
7
-2
-22% -$597 ﹤0.01% 680
2021
Q4 		$4K Buy
9
+2
+29% +$804 ﹤0.01% 641
2021
Q3 		$3K Hold
7
– – ﹤0.01% 569
2021
Q2 		$2K Buy
+7
New +$1.64K ﹤0.01% 617
2020
Q4 		– Sell
-280
Closed -$51K – 542
2020
Q3 		$51K Hold
280
– – 0.01% 231
2020
Q2 		$50K Buy
+280
New +$46.5K 0.01% 207

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lee Financial's TEAM Position: Q2 2022 in Review

Lee Financial sold out of Atlassian (TEAM) in Q2 2022, closing a stake of 7 shares — an estimated $2K sold.

Lee Financial first reported a position in TEAM in Q2 2020 and held it in 6 quarters. The position peaked at $51K in Q3 2020. 663 funds tracked by Wall St. Rank hold TEAM as of Q2 2022.

  • Lee Financial reported no remaining Atlassian position as of Q2 2022 after selling out during the quarter.
  • Lee Financial sold 7 Atlassian shares in Q2 2022, an estimated $2K.
  • Lee Financial first reported a position in Atlassian in Q2 2020 and held it in 6 quarters.
  • Lee Financial's Atlassian position peaked at $51K in Q3 2020.
  • 663 funds tracked by Wall St. Rank held Atlassian as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.