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Level Financial Advisors’s Atlassian TEAM Stock Holding History

Level Financial 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
Q3 		– Sell
-10
Closed -$2K – 332
2022
Q2 		$2K Buy
+10
New +$2.13K ﹤0.01% 259

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Level Financial Advisors's TEAM Position: Q3 2022 in Review

Level Financial Advisors sold out of Atlassian (TEAM) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in TEAM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 604 funds tracked by Wall St. Rank hold TEAM as of Q3 2022.

  • Level Financial Advisors reported no remaining Atlassian position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 10 Atlassian shares in Q3 2022, an estimated $2K.
  • Level Financial Advisors first reported a position in Atlassian in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Atlassian position peaked at $2K in Q2 2022.
  • 604 funds tracked by Wall St. Rank held Atlassian as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.