WMS Partners’s Atlassian TEAM Stock Holding History

WMS 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
2021 Q4	–	Sell	-830	Closed	-$325K	–	256
2021 Q3	$325K	Buy	+830	New	+$277K	0.05%	200

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

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

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

WMS Partners's TEAM Position: Q4 2021 in Review

WMS Partners sold out of Atlassian (TEAM) in Q4 2021, closing a stake of 830 shares — an estimated $325K sold.

WMS Partners first reported a position in TEAM in Q3 2021 and held it in 1 quarter. The position peaked at $325K in Q3 2021. 766 funds tracked by Wall St. Rank hold TEAM as of Q4 2021.

WMS Partners reported no remaining Atlassian position as of Q4 2021 after selling out during the quarter.
WMS Partners sold 830 Atlassian shares in Q4 2021, an estimated $325K.
WMS Partners first reported a position in Atlassian in Q3 2021 and held it in 1 quarter.
WMS Partners's Atlassian position peaked at $325K in Q3 2021.
766 funds tracked by Wall St. Rank held Atlassian as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.