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Liberty Wealth Management’s Atlassian TEAM Stock Holding History

Liberty 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
2021
Q4 		– Sell
-504
Closed -$202K – 1001
2021
Q3 		$202K Buy
504
+409
+431% +$137K 0.07% 163
2021
Q2 		$24K Buy
95
+26
+38% +$6.09K 0.01% 474
2021
Q1 		$16K Hold
69
– – 0.01% 507
2020
Q4 		$16K Buy
69
+36
+109% +$7.61K 0.01% 504
2020
Q3 		$6K Buy
+33
New +$5.89K ﹤0.01% 607
2019
Q3 		– Sell
-10
Closed -$1K – 978
2019
Q2 		$1K Buy
+10
New +$1.21K ﹤0.01% 863

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Liberty Wealth Management's TEAM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Atlassian (TEAM) in Q4 2021, closing a stake of 504 shares — an estimated $202K sold.

Liberty Wealth Management first reported a position in TEAM in Q2 2019 and held it in 6 quarters. The position peaked at $202K in Q3 2021. 766 funds tracked by Wall St. Rank hold TEAM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Atlassian position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 504 Atlassian shares in Q4 2021, an estimated $202K.
  • Liberty Wealth Management first reported a position in Atlassian in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Atlassian position peaked at $202K in Q3 2021.
  • 766 funds tracked by Wall St. Rank held Atlassian as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.