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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

LVW Advisors's TEAM Position: Q4 2022 in Review

LVW Advisors sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 1,094 shares — an estimated $230K sold.

LVW Advisors first reported a position in TEAM in Q2 2021 and held it in 5 quarters. The position peaked at $332K in Q3 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

LVW Advisors reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
LVW Advisors sold 1,094 Atlassian shares in Q4 2022, an estimated $230K.
LVW Advisors first reported a position in Atlassian in Q2 2021 and held it in 5 quarters.
LVW Advisors's Atlassian position peaked at $332K in Q3 2021.
564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on LVW Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.