LA
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LVW Advisors’s Atlassian TEAM Stock Holding History

LVW 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
Q4 		– Sell
-1,094
Closed -$230K – 239
2022
Q3 		$230K Buy
+1,094
New +$256K 0.05% 196
2022
Q2 		– Sell
-740
Closed -$217K – 246
2022
Q1 		$217K Sell
740
-66
-8% -$19.7K 0.04% 221
2021
Q4 		$307K Sell
806
-41
-5% -$16.5K 0.05% 195
2021
Q3 		$332K Sell
847
-13
-2% -$4.34K 0.06% 186
2021
Q2 		$221K Buy
+860
New +$201K 0.04% 212

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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 $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $61.3B AUM 26.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return