NFG
TEAM icon

Next Financial Group’s Atlassian TEAM Stock Holding History

Next Financial Group’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
2021
Q4 		$2.12M Buy
5,567
+252
+5% +$101K 0.14% 163
2021
Q3 		$2.08M Buy
5,315
+1,316
+33% +$439K 0.16% 139
2021
Q2 		$1.03M Buy
3,999
+238
+6% +$55.7K 0.08% 258
2021
Q1 		$793K Buy
3,761
+173
+5% +$40.3K 0.07% 291
2020
Q4 		$840K Sell
3,588
-174
-5% -$36.8K 0.08% 250
2020
Q3 		$684K Buy
3,762
+870
+30% +$155K 0.07% 265
2020
Q2 		$521K Buy
2,892
+19
+0.7% +$3.16K 0.06% 285
2020
Q1 		$394K Sell
2,873
-1,481
-34% -$207K 0.05% 330
2019
Q4 		$524K Buy
4,354
+1,146
+36% +$140K 0.05% 358
2019
Q3 		$402K Buy
3,208
+543
+20% +$74K 0.04% 412
2019
Q2 		$349K Buy
2,665
+1,948
+272% +$235K 0.04% 467
2019
Q1 		$81K Buy
717
+649
+954% +$66.3K 0.02% 598
2018
Q4 		$6K Buy
68
+43
+172% +$3.41K ﹤0.01% 1515
2018
Q3 		$2K Buy
+25
New +$1.98K ﹤0.01% 1332
2017
Q4 		– Sell
-500
Closed -$20K – 1293
2017
Q3 		$20K Buy
+500
New +$17.8K 0.01% 979

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Next Financial Group's TEAM Position: Q4 2021 in Review

Next Financial Group increased its Atlassian (TEAM) stake by 4.7% in Q4 2021, buying an estimated $101K and bringing the position to 5,567 shares worth $2.12M. The position accounts for 0.14% of the portfolio, ranked #163.

Next Financial Group first reported a position in TEAM in Q3 2017 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold TEAM as of Q4 2021.

  • Next Financial Group held 5,567 shares of Atlassian worth $2.12M as of Q4 2021.
  • Next Financial Group bought 252 Atlassian shares in Q4 2021, an estimated $101K.
  • Atlassian made up 0.14% of Next Financial Group's portfolio in Q4 2021, its #163 holding.
  • Next Financial Group first reported a position in Atlassian in Q3 2017 and has held it in 15 quarters since.
  • 765 funds tracked by Wall St. Rank held Atlassian as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.