VWA
TEAM icon

V Wealth Advisors’s Atlassian TEAM Stock Holding History

V 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
Q3 		$363K Sell
1,800
-1,620
-47% -$308K 0.29% 74
2023
Q2 		$574K Buy
3,420
+175
+5% +$28K 0.1% 182
2023
Q1 		$555K Hold
3,245
– – 0.1% 184
2022
Q4 		$418K Buy
+3,245
New +$517K 0.09% 217
2022
Q3 		– Sell
-1,947
Closed -$365K – 412
2022
Q2 		$365K Sell
1,947
-49
-2% -$10.5K 0.07% 277
2022
Q1 		$587K Hold
1,996
– – 0.09% 214
2021
Q4 		$761K Buy
1,996
+15
+0.8% +$6.03K 0.11% 181
2021
Q3 		$776K Sell
1,981
-106
-5% -$35.4K 0.12% 179
2021
Q2 		$537K Buy
2,087
+138
+7% +$32.3K 0.09% 260
2021
Q1 		$410K Hold
1,949
– – 0.08% 287
2020
Q4 		$455K Buy
1,949
+49
+3% +$10.4K 0.09% 224
2020
Q3 		$345K Sell
1,900
-49
-3% -$8.74K 0.24% 109
2020
Q2 		$352K Sell
1,949
-100
-5% -$16.6K 0.09% 240
2020
Q1 		$282K Buy
2,049
+94
+5% +$13.1K 0.09% 229
2019
Q4 		$245K Hold
1,955
– – 0.09% 239
2019
Q3 		$245K Sell
1,955
-18
-0.9% -$2.45K 0.09% 239
2019
Q2 		$265K Buy
1,973
+9
+0.5% +$1.08K 0.1% 210
2019
Q1 		$208K Buy
+1,964
New +$201K 0.08% 236

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 $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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return