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Valeo Financial Advisors’s Atlassian TEAM Stock Holding History

Valeo Financial 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
2022
Q1 		– Sell
-570
Closed -$217K – 685
2021
Q4 		$217K Buy
+570
New +$229K 0.01% 500
2021
Q2 		– Sell
-314
Closed -$66K – 1690
2021
Q1 		$66K Sell
314
-62
-16% -$14.4K ﹤0.01% 758
2020
Q4 		$88K Hold
376
– – ﹤0.01% 610
2020
Q3 		$68K Sell
376
-107
-22% -$19.1K 0.01% 570
2020
Q2 		$87K Buy
483
+49
+11% +$8.14K 0.01% 547
2020
Q1 		$60K Buy
434
+344
+382% +$48.1K 0.01% 545
2019
Q4 		$11K Sell
90
-30
-25% -$3.65K ﹤0.01% 1094
2019
Q3 		$15K Hold
120
– – ﹤0.01% 927
2019
Q2 		$16K Buy
+120
New +$14.5K ﹤0.01% 912
2018
Q4 		– Sell
-65
Closed -$5K – 1716
2018
Q3 		$5K Hold
65
– – ﹤0.01% 1228
2018
Q2 		$5K Buy
+65
New +$4K ﹤0.01% 1157

Other funds holding TEAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return