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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
2020
Q3 		– Sell
-100
Closed -$18K – 2102
2020
Q2 		$18K Sell
100
-100
-50% -$16.6K ﹤0.01% 1104
2020
Q1 		$28K Buy
+200
New +$28K ﹤0.01% 789

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 $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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

Valeo Financial Advisors's TEAM Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Atlassian (TEAM) in Q1 2022, closing a stake of 570 shares — an estimated $217K sold.

Valeo Financial Advisors first reported a position in TEAM in Q2 2018 and held it in 11 quarters. The position peaked at $217K in Q4 2021. 707 funds tracked by Wall St. Rank hold TEAM as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Atlassian position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 570 Atlassian shares in Q1 2022, an estimated $217K.
  • Valeo Financial Advisors first reported a position in Atlassian in Q2 2018 and held it in 11 quarters.
  • Valeo Financial Advisors's Atlassian position peaked at $217K in Q4 2021.
  • 707 funds tracked by Wall St. Rank held Atlassian as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.