Lenox Wealth Management’s Atlassian TEAM Stock Holding History

Lenox 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
2020 Q2	$38K	Sell	211 -197	-48%	-$32.7K	0.01%	289
2020 Q1	$56K	Buy	408 +396	+3,300%	+$55.4K	0.02%	237
2019 Q4	$1K	Sell	12 -241	-95%	-$29.4K	﹤0.01%	682
2019 Q3	$31K	Sell	253 -584	-70%	-$79.5K	0.01%	309
2019 Q2	$109K	Buy	837 +292	+54%	+$35.2K	0.03%	183
2019 Q1	$61K	Buy	545 +418	+329%	+$42.7K	0.02%	230
2018 Q4	$8K	Hold	127	–	–	﹤0.01%	419
2018 Q3	$7K	Buy	+127	New	+$10.1K	﹤0.01%	457

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lenox Wealth Management's TEAM Position: Q2 2020 in Review

Lenox Wealth Management reduced its Atlassian (TEAM) stake by 48% in Q2 2020, selling an estimated $32.7K and leaving 211 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #289.

Lenox Wealth Management first reported a position in TEAM in Q3 2018 and has held it in 8 quarters since. The position peaked at $109K in Q2 2019. 500 funds tracked by Wall St. Rank hold TEAM as of Q2 2020.

Lenox Wealth Management held 211 shares of Atlassian worth $38K as of Q2 2020.
Lenox Wealth Management sold 197 Atlassian shares in Q2 2020, an estimated $32.7K.
Atlassian made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #289 holding.
Lenox Wealth Management first reported a position in Atlassian in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Atlassian position peaked at $109K in Q2 2019.
500 funds tracked by Wall St. Rank held Atlassian as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.