BRWA
TEAM icon

B. Riley Wealth Advisors’s Atlassian TEAM Stock Holding History

B. Riley Wealth 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
Q3 		– Sell
-1,888
Closed -$334K – 1429
2024
Q2 		$334K Sell
1,888
-1,110
-37% -$198K 0.01% 982
2024
Q1 		$604K Buy
2,998
+1,257
+72% +$274K 0.02% 708
2023
Q4 		$414K Sell
1,741
-1,257
-42% -$247K 0.01% 914
2023
Q3 		$604K Sell
2,998
-466
-13% -$88.5K 0.02% 708
2023
Q2 		$581K Buy
3,464
+1,374
+66% +$220K 0.01% 785
2023
Q1 		$358K Buy
2,090
+337
+19% +$53.8K 0.01% 969
2022
Q4 		$226K Sell
1,753
-712
-29% -$113K 0.01% 1189
2022
Q3 		$520K Buy
2,465
+847
+52% +$198K 0.02% 746
2022
Q2 		$305K Buy
1,618
+209
+15% +$44.6K 0.01% 875
2022
Q1 		$415K Buy
1,409
+242
+21% +$72.3K 0.01% 849
2021
Q4 		$445K Buy
1,167
+138
+13% +$55.5K 0.01% 883
2021
Q3 		$394K Sell
1,029
-194
-16% -$64.8K 0.01% 899
2021
Q2 		$315K Sell
1,223
-29
-2% -$6.79K 0.01% 997
2021
Q1 		$265K Buy
+1,252
New +$291K 0.01% 1061
2020
Q3 		– Sell
-4,799
Closed -$866K – 980
2020
Q2 		$866K Buy
4,799
+2,792
+139% +$464K 0.06% 308
2020
Q1 		$276K Buy
+2,007
New +$281K 0.02% 571

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

B. Riley Wealth Advisors's TEAM Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 1,888 shares — an estimated $334K sold.

B. Riley Wealth Advisors first reported a position in TEAM in Q1 2020 and held it in 16 quarters. The position peaked at $866K in Q2 2020. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,888 Atlassian shares in Q3 2024, an estimated $334K.
  • B. Riley Wealth Advisors first reported a position in Atlassian in Q1 2020 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Atlassian position peaked at $866K in Q2 2020.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.