Marcum Wealth’s Atlassian TEAM Stock Holding History

Marcum Wealth’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 Q2	–	Sell	-736	Closed	-$216K	–	419
2022 Q1	$216K	Sell	736 -9	-1%	-$2.69K	0.03%	309
2021 Q4	$284K	Buy	745 +62	+9%	+$24.9K	0.04%	264
2021 Q3	$267K	Sell	683 -107	-14%	-$35.7K	0.04%	258
2021 Q2	$203K	Sell	790 -1,891	-71%	-$443K	0.03%	281
2021 Q1	$565K	Buy	+2,681	New	+$624K	0.09%	136

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Marcum Wealth's TEAM Position: Q2 2022 in Review

Marcum Wealth sold out of Atlassian (TEAM) in Q2 2022, closing a stake of 736 shares — an estimated $216K sold.

Marcum Wealth first reported a position in TEAM in Q1 2021 and held it in 5 quarters. The position peaked at $565K in Q1 2021. 663 funds tracked by Wall St. Rank hold TEAM as of Q2 2022.

Marcum Wealth reported no remaining Atlassian position as of Q2 2022 after selling out during the quarter.
Marcum Wealth sold 736 Atlassian shares in Q2 2022, an estimated $216K.
Marcum Wealth first reported a position in Atlassian in Q1 2021 and held it in 5 quarters.
Marcum Wealth's Atlassian position peaked at $565K in Q1 2021.
663 funds tracked by Wall St. Rank held Atlassian as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.