Opes Wealth Management’s Atlassian TEAM Stock Holding History

Opes 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	-2,390	Closed	-$503K	–	107
2022 Q3	$503K	Hold	2,390	–	–	0.2%	53
2022 Q2	$448K	Hold	2,390	–	–	0.18%	57
2022 Q1	$702K	Hold	2,390	–	–	0.23%	59
2021 Q4	$911K	Sell	2,390 -680	-22%	-$273K	0.28%	51
2021 Q3	$1.2M	Hold	3,070	–	–	0.43%	42
2021 Q2	$789K	Hold	3,070	–	–	0.29%	45
2021 Q1	$647K	Hold	3,070	–	–	0.25%	46
2020 Q4	$718K	Hold	3,070	–	–	0.35%	42
2020 Q3	$558K	Hold	3,070	–	–	0.27%	43
2020 Q2	$553K	Buy	+3,070	New	+$510K	0.28%	44

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Opes Wealth Management's TEAM Position: Q4 2022 in Review

Opes Wealth Management sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 2,390 shares — an estimated $503K sold.

Opes Wealth Management first reported a position in TEAM in Q2 2020 and held it in 10 quarters. The position peaked at $1.2M in Q3 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

Opes Wealth Management reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
Opes Wealth Management sold 2,390 Atlassian shares in Q4 2022, an estimated $503K.
Opes Wealth Management first reported a position in Atlassian in Q2 2020 and held it in 10 quarters.
Opes Wealth Management's Atlassian position peaked at $1.2M in Q3 2021.
564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Opes Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.