WealthSource Partners’s Atlassian TEAM Stock Holding History

WealthSource Partners’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 Q3	–	Sell	-1,629	Closed	-$305K	–	552
2022 Q2	$305K	Buy	1,629 +250	+18%	+$53.4K	0.02%	401
2022 Q1	$405K	Sell	1,379 -20	-1%	-$5.97K	0.03%	388
2021 Q4	$533K	Sell	1,399 -5	-0.4%	-$2.01K	0.04%	300
2021 Q3	$550K	Sell	1,404 -16	-1%	-$5.34K	0.05%	277
2021 Q2	$365K	Sell	1,420 -3	-0.2%	-$702	0.03%	325
2021 Q1	$300K	Buy	1,423 +115	+9%	+$26.8K	0.03%	338
2020 Q4	$306K	Sell	1,308 -150	-10%	-$31.7K	0.04%	286
2020 Q3	$265K	Sell	1,458 -102	-7%	-$18.2K	0.04%	286
2020 Q2	$281K	Hold	1,560	–	–	0.04%	251
2020 Q1	$214K	Buy	+1,560	New	+$218K	0.03%	294
2019 Q3	–	Sell	-1,585	Closed	-$207K	–	473
2019 Q2	$207K	Buy	+1,585	New	+$191K	0.03%	416

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthSource Partners's TEAM Position: Q3 2022 in Review

WealthSource Partners sold out of Atlassian (TEAM) in Q3 2022, closing a stake of 1,629 shares — an estimated $305K sold.

WealthSource Partners first reported a position in TEAM in Q2 2019 and held it in 11 quarters. The position peaked at $550K in Q3 2021. 605 funds tracked by Wall St. Rank hold TEAM as of Q3 2022.

WealthSource Partners reported no remaining Atlassian position as of Q3 2022 after selling out during the quarter.
WealthSource Partners sold 1,629 Atlassian shares in Q3 2022, an estimated $305K.
WealthSource Partners first reported a position in Atlassian in Q2 2019 and held it in 11 quarters.
WealthSource Partners's Atlassian position peaked at $550K in Q3 2021.
605 funds tracked by Wall St. Rank held Atlassian as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.