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Modera Wealth Management’s Atlassian TEAM Stock Holding History

Modera 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
Q1 		– Sell
-1,340
Closed -$511K – 567
2021
Q4 		$511K Buy
+1,340
New +$538K 0.02% 270

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Modera Wealth Management's TEAM Position: Q1 2022 in Review

Modera Wealth Management sold out of Atlassian (TEAM) in Q1 2022, closing a stake of 1,340 shares — an estimated $511K sold.

Modera Wealth Management first reported a position in TEAM in Q4 2021 and held it in 1 quarter. The position peaked at $511K in Q4 2021. 706 funds tracked by Wall St. Rank hold TEAM as of Q1 2022.

  • Modera Wealth Management reported no remaining Atlassian position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,340 Atlassian shares in Q1 2022, an estimated $511K.
  • Modera Wealth Management first reported a position in Atlassian in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Atlassian position peaked at $511K in Q4 2021.
  • 706 funds tracked by Wall St. Rank held Atlassian as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.