SWA
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SOA Wealth Advisors’s Atlassian TEAM Stock Holding History

SOA 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
Q4 		– Sell
-175
Closed -$68K – 984
2021
Q3 		$68K Buy
175
+15
+9% +$5.01K 0.02% 274
2021
Q2 		$41K Buy
+160
New +$37.5K 0.01% 336

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SOA Wealth Advisors's TEAM Position: Q4 2021 in Review

SOA Wealth Advisors sold out of Atlassian (TEAM) in Q4 2021, closing a stake of 175 shares — an estimated $68K sold.

SOA Wealth Advisors first reported a position in TEAM in Q2 2021 and held it in 2 quarters. The position peaked at $68K in Q3 2021. 766 funds tracked by Wall St. Rank hold TEAM as of Q4 2021.

  • SOA Wealth Advisors reported no remaining Atlassian position as of Q4 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 175 Atlassian shares in Q4 2021, an estimated $68K.
  • SOA Wealth Advisors first reported a position in Atlassian in Q2 2021 and held it in 2 quarters.
  • SOA Wealth Advisors's Atlassian position peaked at $68K in Q3 2021.
  • 766 funds tracked by Wall St. Rank held Atlassian as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.