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Sax Wealth Advisors’s Atlassian TEAM Stock Holding History

Sax 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
2023
Q1 		– Sell
-1,837
Closed -$236K – 183
2022
Q4 		$236K Hold
1,837
– – 0.05% 145
2022
Q3 		$387K Sell
1,837
-695
-27% -$162K 0.1% 117
2022
Q2 		$474K Hold
2,532
– – 0.12% 108
2022
Q1 		$744K Hold
2,532
– – 0.18% 73
2021
Q4 		$965K Sell
2,532
-430
-15% -$173K 0.2% 70
2021
Q3 		$1.16M Hold
2,962
– – 0.28% 56
2021
Q2 		$761K Hold
2,962
– – 0.26% 67
2021
Q1 		$624K Buy
2,962
+1,293
+77% +$301K 0.23% 81
2020
Q4 		$390K Buy
+1,669
New +$353K 0.18% 86

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sax Wealth Advisors's TEAM Position: Q1 2023 in Review

Sax Wealth Advisors sold out of Atlassian (TEAM) in Q1 2023, closing a stake of 1,837 shares — an estimated $236K sold.

Sax Wealth Advisors first reported a position in TEAM in Q4 2020 and held it in 9 quarters. The position peaked at $1.16M in Q3 2021. 628 funds tracked by Wall St. Rank hold TEAM as of Q1 2023.

  • Sax Wealth Advisors reported no remaining Atlassian position as of Q1 2023 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,837 Atlassian shares in Q1 2023, an estimated $236K.
  • Sax Wealth Advisors first reported a position in Atlassian in Q4 2020 and held it in 9 quarters.
  • Sax Wealth Advisors's Atlassian position peaked at $1.16M in Q3 2021.
  • 628 funds tracked by Wall St. Rank held Atlassian as of Q1 2023.

Based on Sax Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.