NWM
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Nauset Wealth Management’s Atlassian TEAM Stock Holding History

Nauset 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 		$250K Sell
850
-150
-15% -$44.8K 0.2% 54
2021
Q4 		$381K Buy
+1,000
New +$402K 0.36% 40

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

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

Nauset Wealth Management reduced its Atlassian (TEAM) stake by 15% in Q1 2022, selling an estimated $44.8K and leaving 850 shares worth $250K. The position accounts for 0.2% of the portfolio, ranked #54.

Nauset Wealth Management first reported a position in TEAM in Q4 2021 and has held it in 2 quarters since. The position peaked at $381K in Q4 2021. 706 funds tracked by Wall St. Rank hold TEAM as of Q1 2022.

  • Nauset Wealth Management held 850 shares of Atlassian worth $250K as of Q1 2022.
  • Nauset Wealth Management sold 150 Atlassian shares in Q1 2022, an estimated $44.8K.
  • Atlassian made up 0.2% of Nauset Wealth Management's portfolio in Q1 2022, its #54 holding.
  • Nauset Wealth Management first reported a position in Atlassian in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's Atlassian position peaked at $381K in Q4 2021.
  • 706 funds tracked by Wall St. Rank held Atlassian as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.