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Lenox Wealth Advisors’s Atlassian TEAM Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-7
Closed -$3K – 977
2021
Q4 		$3K Buy
+7
New +$2.81K ﹤0.01% 680
2020
Q2 		– Sell
-23
Closed -$3K – 782
2020
Q1 		$3K Hold
23
– – ﹤0.01% 532
2019
Q4 		$3K Buy
+23
New +$2.8K ﹤0.01% 565

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lenox Wealth Advisors's TEAM Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Atlassian (TEAM) in Q1 2022, closing a stake of 7 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in TEAM in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 706 funds tracked by Wall St. Rank hold TEAM as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Atlassian position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 7 Atlassian shares in Q1 2022, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Atlassian in Q4 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Atlassian position peaked at $3K in Q4 2021.
  • 706 funds tracked by Wall St. Rank held Atlassian as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.