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Veritable’s Atlassian TEAM Stock Holding History

Veritable’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 		– Sell
-2,076
Closed -$348K – 714
2023
Q2 		$348K Sell
2,076
-14
-0.7% -$2.24K 0.01% 653
2023
Q1 		$358K Buy
2,090
+290
+16% +$46.3K 0.01% 636
2022
Q4 		$232K Buy
1,800
+315
+21% +$50.1K ﹤0.01% 751
2022
Q3 		$313K Buy
1,485
+314
+27% +$73.3K 0.01% 617
2022
Q2 		$219K Sell
1,171
-347
-23% -$74.1K ﹤0.01% 784
2022
Q1 		$446K Buy
1,518
+372
+32% +$111K 0.01% 591
2021
Q4 		$437K Buy
1,146
+242
+27% +$97.2K 0.01% 600
2021
Q3 		$354K Buy
+904
New +$302K 0.01% 639

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