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Regent Peak Wealth Advisors’s Atlassian TEAM Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-63
Closed -$15K – 885
2020
Q4 		$15K Buy
+63
New +$13.3K 0.01% 504

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Regent Peak Wealth Advisors's TEAM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Atlassian (TEAM) in Q1 2021, closing a stake of 63 shares — an estimated $15K sold.

Regent Peak Wealth Advisors first reported a position in TEAM in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 590 funds tracked by Wall St. Rank hold TEAM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Atlassian position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 63 Atlassian shares in Q1 2021, an estimated $15K.
  • Regent Peak Wealth Advisors first reported a position in Atlassian in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Atlassian position peaked at $15K in Q4 2020.
  • 590 funds tracked by Wall St. Rank held Atlassian as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.