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Baldwin Wealth Partners’s Atlassian TEAM Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-69
Closed -$11K – 924
2024
Q3 		$11K Sell
69
-47
-41% -$7.73K ﹤0.01% 782
2024
Q2 		$20.5K Buy
116
+7
+6% +$1.25K ﹤0.01% 458
2024
Q1 		$21.3K Sell
109
-398
-79% -$86.8K ﹤0.01% 478
2023
Q4 		$121K Buy
507
+2
+0.4% +$393 0.01% 257
2023
Q3 		$102K Hold
505
– – 0.01% 297
2023
Q2 		$84.7K Hold
505
– – 0.01% 336
2023
Q1 		$86.4K Hold
505
– – 0.01% 341
2022
Q4 		$65K Sell
505
-355
-41% -$56.5K 0.01% 377
2022
Q3 		$182K Buy
860
+12
+1% +$2.8K 0.03% 177
2022
Q2 		$159K Sell
848
-30
-3% -$6.41K 0.02% 213
2022
Q1 		$258K Buy
878
+26
+3% +$7.77K 0.03% 181
2021
Q4 		$325K Buy
852
+55
+7% +$22.1K 0.03% 158
2021
Q3 		$312K Buy
797
+29
+4% +$9.69K 0.03% 159
2021
Q2 		$198K Buy
768
+150
+24% +$35.1K 0.02% 200
2021
Q1 		$130K Hold
618
– – 0.02% 232
2020
Q4 		$144K Hold
618
– – 0.02% 210
2020
Q3 		$112K Hold
618
– – 0.02% 220
2020
Q2 		$111K Buy
618
+200
+48% +$33.2K 0.02% 210
2020
Q1 		$57K Hold
418
– – 0.01% 262
2019
Q4 		$50K Buy
418
+18
+5% +$2.19K 0.01% 315
2019
Q3 		$50K Buy
+400
New +$54.5K 0.01% 306

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return