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Reilly Financial Advisors’s Atlassian TEAM Stock Holding History

Reilly Financial 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
Q3 		– Sell
-37
Closed -$10K – 1048
2021
Q2 		$10K Buy
+37
New +$8.66K ﹤0.01% 708
2018
Q4 		– Sell
-100
Closed -$10K – 1020
2018
Q3 		$10K Buy
+100
New +$7.92K ﹤0.01% 702

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Reilly Financial Advisors's TEAM Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Atlassian (TEAM) in Q3 2021, closing a stake of 37 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in TEAM in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 694 funds tracked by Wall St. Rank hold TEAM as of Q3 2021.

  • Reilly Financial Advisors reported no remaining Atlassian position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 37 Atlassian shares in Q3 2021, an estimated $10K.
  • Reilly Financial Advisors first reported a position in Atlassian in Q3 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Atlassian position peaked at $10K in Q2 2021.
  • 694 funds tracked by Wall St. Rank held Atlassian as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.