PWM
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PRW Wealth Management’s Atlassian TEAM Stock Holding History

PRW 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
2019
Q2 		– Sell
-107
Closed -$12K – 597
2019
Q1 		$12K Hold
107
– – 0.01% 264
2018
Q4 		$9K Buy
+107
New +$8.48K 0.01% 299

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PRW Wealth Management's TEAM Position: Q2 2019 in Review

PRW Wealth Management sold out of Atlassian (TEAM) in Q2 2019, closing a stake of 107 shares — an estimated $12K sold.

PRW Wealth Management first reported a position in TEAM in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 375 funds tracked by Wall St. Rank hold TEAM as of Q2 2019.

  • PRW Wealth Management reported no remaining Atlassian position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 107 Atlassian shares in Q2 2019, an estimated $12K.
  • PRW Wealth Management first reported a position in Atlassian in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Atlassian position peaked at $12K in Q1 2019.
  • 375 funds tracked by Wall St. Rank held Atlassian as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.