TCI Wealth Advisors’s Atlassian TEAM Stock Holding History

TCI 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 Q2	–	Sell	-160	Closed	-$27.4K	–	2024
2023 Q1	$27.4K	Sell	160 -14	-8%	-$2.23K	﹤0.01%	588
2022 Q4	$22.4K	Sell	174 -88	-34%	-$14K	﹤0.01%	643
2022 Q3	$55K	Buy	262 +22	+9%	+$5.14K	0.01%	345
2022 Q2	$45K	Sell	240 -41	-15%	-$8.75K	0.01%	398
2022 Q1	$83K	Buy	281 +80	+40%	+$23.9K	0.01%	295
2021 Q4	$77K	Sell	201 -49	-20%	-$19.7K	0.01%	311
2021 Q3	$98K	Buy	250 +7	+3%	+$2.34K	0.02%	288
2021 Q2	$62K	Buy	243 +223	+1,115%	+$52.2K	0.01%	350
2021 Q1	$4K	Buy	20 +17	+567%	+$3.96K	﹤0.01%	1424
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	1457
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	1433
2020 Q2	$1K	Buy	+3	New	+$498	﹤0.01%	1361
2019 Q2	–	Sell	-205	Closed	-$23K	–	1550
2019 Q1	$23K	Buy	205 +50	+32%	+$5.11K	0.01%	472
2018 Q4	$14K	Buy	155 +55	+55%	+$4.36K	0.01%	553
2018 Q3	$10K	Buy	+100	New	+$7.92K	﹤0.01%	640

Other funds holding TEAM

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

T. Rowe Price Associates

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

WCM Investment Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group

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

Sands Capital Management

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return