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NEIRG Wealth Management’s Atlassian TEAM Stock Holding History

NEIRG 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
Q3 		– Sell
-1,154
Closed -$216K – 150
2022
Q2 		$216K Buy
1,154
+74
+7% +$15.8K 0.05% 130
2022
Q1 		$317K Buy
1,080
+44
+4% +$13.1K 0.06% 113
2021
Q4 		$395K Buy
+1,036
New +$416K 0.08% 98

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

NEIRG Wealth Management's TEAM Position: Q3 2022 in Review

NEIRG Wealth Management sold out of Atlassian (TEAM) in Q3 2022, closing a stake of 1,154 shares — an estimated $216K sold.

NEIRG Wealth Management first reported a position in TEAM in Q4 2021 and held it in 3 quarters. The position peaked at $395K in Q4 2021. 605 funds tracked by Wall St. Rank hold TEAM as of Q3 2022.

  • NEIRG Wealth Management reported no remaining Atlassian position as of Q3 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 1,154 Atlassian shares in Q3 2022, an estimated $216K.
  • NEIRG Wealth Management first reported a position in Atlassian in Q4 2021 and held it in 3 quarters.
  • NEIRG Wealth Management's Atlassian position peaked at $395K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Atlassian as of Q3 2022.

Based on NEIRG Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.