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Alera Investment Advisors’s Atlassian TEAM Stock Holding History

Alera Investment 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
2024
Q2 		– Sell
-3,558
Closed -$694K – 292
2024
Q1 		$694K Sell
3,558
-45
-1% -$9.81K 0.09% 96
2023
Q4 		$857K Sell
3,603
-80
-2% -$15.7K 0.11% 71
2023
Q3 		$742K Buy
3,683
+4
+0.1% +$759 0.12% 77
2023
Q2 		$617K Buy
3,679
+179
+5% +$28.7K 0.13% 93
2023
Q1 		$599K Buy
3,500
+54
+2% +$8.61K 0.14% 94
2022
Q4 		$443K Buy
3,446
+1,631
+90% +$260K 0.1% 113
2022
Q3 		$382K Buy
+1,815
New +$424K 0.11% 124
2019
Q2 		– Sell
-7
Closed -$1K – 896
2019
Q1 		$1K Hold
7
– – ﹤0.01% 1072
2018
Q4 		$1K Buy
+7
New +$555 ﹤0.01% 1019

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Alera Investment Advisors's TEAM Position: Q2 2024 in Review

Alera Investment Advisors sold out of Atlassian (TEAM) in Q2 2024, closing a stake of 3,558 shares — an estimated $694K sold.

Alera Investment Advisors first reported a position in TEAM in Q4 2018 and held it in 9 quarters. The position peaked at $857K in Q4 2023. 705 funds tracked by Wall St. Rank hold TEAM as of Q2 2024.

  • Alera Investment Advisors reported no remaining Atlassian position as of Q2 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 3,558 Atlassian shares in Q2 2024, an estimated $694K.
  • Alera Investment Advisors first reported a position in Atlassian in Q4 2018 and held it in 9 quarters.
  • Alera Investment Advisors's Atlassian position peaked at $857K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held Atlassian as of Q2 2024.

Based on Alera Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.