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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

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Baillie Gifford & Co
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BlackRock
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Janus Henderson Group
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Sands Capital Management
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return