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Personal Capital Advisors’s Atlassian TEAM Stock Holding History

Personal Capital Advisors’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
Q2 		– Sell
-752
Closed -$221K – 487
2022
Q1 		$221K Sell
752
-325
-30% -$97.1K ﹤0.01% 461
2021
Q4 		$377K Buy
1,077
+131
+14% +$52.6K ﹤0.01% 387
2021
Q3 		$370K Buy
+946
New +$316K ﹤0.01% 361
2021
Q1 		– Sell
-922
Closed -$216K – 494
2020
Q4 		$216K Buy
+922
New +$195K ﹤0.01% 433

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Personal Capital Advisors's TEAM Position: Q2 2022 in Review

Personal Capital Advisors sold out of Atlassian (TEAM) in Q2 2022, closing a stake of 752 shares — an estimated $221K sold.

Personal Capital Advisors first reported a position in TEAM in Q4 2020 and held it in 4 quarters. The position peaked at $377K in Q4 2021. 663 funds tracked by Wall St. Rank hold TEAM as of Q2 2022.

  • Personal Capital Advisors reported no remaining Atlassian position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 752 Atlassian shares in Q2 2022, an estimated $221K.
  • Personal Capital Advisors first reported a position in Atlassian in Q4 2020 and held it in 4 quarters.
  • Personal Capital Advisors's Atlassian position peaked at $377K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held Atlassian as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.