Sugarloaf Wealth Management’s Atlassian TEAM Stock Holding History

Sugarloaf 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
2022 Q4	–	Sell	-5	Closed	-$2K	–	859
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	725
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	762
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	699
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	689
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	695
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	733
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	725
2020 Q4	$1K	Buy	+5	New	+$1.06K	﹤0.01%	694

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Sugarloaf Wealth Management's TEAM Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 5 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in TEAM in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 5 Atlassian shares in Q4 2022, an estimated $2K.
Sugarloaf Wealth Management first reported a position in Atlassian in Q4 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's Atlassian position peaked at $2K in Q3 2022.
564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.