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Marks Group Wealth Management’s Atlassian TEAM Stock Holding History

Marks Group 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
2022
Q4 		– Sell
-1,751
Closed -$369K – 291
2022
Q3 		$369K Sell
1,751
-214
-11% -$50K 0.06% 221
2022
Q2 		$368K Sell
1,965
-484
-20% -$103K 0.05% 229
2022
Q1 		$719K Buy
2,449
+262
+12% +$78.3K 0.09% 198
2021
Q4 		$848K Buy
2,187
+1,031
+89% +$414K 0.1% 192
2021
Q3 		$457K Buy
+1,156
New +$386K 0.06% 209

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $55.2B AUM 57.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Jennison Associates
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

Marks Group Wealth Management's TEAM Position: Q4 2022 in Review

Marks Group Wealth Management sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 1,751 shares — an estimated $369K sold.

Marks Group Wealth Management first reported a position in TEAM in Q3 2021 and held it in 5 quarters. The position peaked at $848K in Q4 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

  • Marks Group Wealth Management reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,751 Atlassian shares in Q4 2022, an estimated $369K.
  • Marks Group Wealth Management first reported a position in Atlassian in Q3 2021 and held it in 5 quarters.
  • Marks Group Wealth Management's Atlassian position peaked at $848K in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.