TWA
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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 – 2022
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 – 1547
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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's TEAM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Atlassian (TEAM) in Q2 2023, closing a stake of 160 shares — an estimated $27.4K sold.

TCI Wealth Advisors first reported a position in TEAM in Q3 2018 and held it in 15 quarters. The position peaked at $98K in Q3 2021. 636 funds tracked by Wall St. Rank hold TEAM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Atlassian position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 160 Atlassian shares in Q2 2023, an estimated $27.4K.
  • TCI Wealth Advisors first reported a position in Atlassian in Q3 2018 and held it in 15 quarters.
  • TCI Wealth Advisors's Atlassian position peaked at $98K in Q3 2021.
  • 636 funds tracked by Wall St. Rank held Atlassian as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.