Able Wealth Management’s Atlassian TEAM Stock Holding History

Able Wealth Management’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
2024 Q1	–	Sell	-5	Closed	-$1.19K	–	520
2023 Q4	$1.19K	Buy	+5	New	+$982	﹤0.01%	502

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Able Wealth Management's TEAM Position: Q1 2024 in Review

Able Wealth Management sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 5 shares — an estimated $1.19K sold.

Able Wealth Management first reported a position in TEAM in Q4 2023 and held it in 1 quarter. The position peaked at $1.19K in Q4 2023. 739 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

Able Wealth Management reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 5 Atlassian shares in Q1 2024, an estimated $1.19K.
Able Wealth Management first reported a position in Atlassian in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Atlassian position peaked at $1.19K in Q4 2023.
739 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.