Summit Wealth Group’s Atlassian TEAM Stock Holding History

Summit Wealth Group’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	-9	Closed	-$2K	–	196
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	167
2021 Q1	$2K	Buy	+9	New	+$2.09K	﹤0.01%	153

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Summit Wealth Group's TEAM Position: Q3 2021 in Review

Summit Wealth Group sold out of Atlassian (TEAM) in Q3 2021, closing a stake of 9 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in TEAM in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 693 funds tracked by Wall St. Rank hold TEAM as of Q3 2021.

Summit Wealth Group reported no remaining Atlassian position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 9 Atlassian shares in Q3 2021, an estimated $2K.
Summit Wealth Group first reported a position in Atlassian in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Atlassian position peaked at $2K in Q2 2021.
693 funds tracked by Wall St. Rank held Atlassian as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.