Baystate Wealth Management’s Atlassian TEAM Stock Holding History

Baystate 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
2023 Q4	$25.6K	Hold	107	–	–	﹤0.01%	508
2023 Q3	$21.6K	Hold	107	–	–	﹤0.01%	464
2023 Q2	$18K	Hold	107	–	–	﹤0.01%	475
2023 Q1	$18.4K	Hold	107	–	–	﹤0.01%	469
2022 Q4	$14K	Hold	107	–	–	﹤0.01%	518
2022 Q3	$23K	Hold	107	–	–	﹤0.01%	408
2022 Q2	$20K	Hold	107	–	–	﹤0.01%	456
2022 Q1	$32K	Hold	107	–	–	﹤0.01%	384
2021 Q4	$41K	Buy	107 +27	+34%	+$10.8K	﹤0.01%	351
2021 Q3	$31K	Hold	80	–	–	﹤0.01%	352
2021 Q2	$21K	Hold	80	–	–	﹤0.01%	399
2021 Q1	$17K	Hold	80	–	–	﹤0.01%	408
2020 Q4	$19K	Hold	80	–	–	﹤0.01%	351
2020 Q3	$15K	Hold	80	–	–	﹤0.01%	347
2020 Q2	$14K	Hold	80	–	–	﹤0.01%	346
2020 Q1	$11K	Hold	80	–	–	﹤0.01%	359
2019 Q4	$10K	Hold	80	–	–	﹤0.01%	403
2019 Q3	$10K	Hold	80	–	–	﹤0.01%	363
2019 Q2	$11K	Hold	80	–	–	﹤0.01%	365
2019 Q1	$8K	Hold	80	–	–	﹤0.01%	407
2018 Q4	$7K	Hold	80	–	–	﹤0.01%	416
2018 Q3	$6K	Hold	80	–	–	﹤0.01%	429
2018 Q2	$5K	Buy	+80	New	+$4.92K	﹤0.01%	456

Other funds holding TEAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baystate Wealth Management's TEAM Position: Q4 2023 in Review

Baystate Wealth Management held its Atlassian (TEAM) position steady in Q4 2023 at 107 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Baystate Wealth Management first reported a position in TEAM in Q2 2018 and has held it in 23 quarters since. The position peaked at $41K in Q4 2021. 731 funds tracked by Wall St. Rank hold TEAM as of Q4 2023.

Baystate Wealth Management held 107 shares of Atlassian worth $25.6K as of Q4 2023.
Baystate Wealth Management left its Atlassian share count unchanged in Q4 2023.
Atlassian made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #508 holding.
Baystate Wealth Management first reported a position in Atlassian in Q2 2018 and has held it in 23 quarters since.
Baystate Wealth Management's Atlassian position peaked at $41K in Q4 2021.
731 funds tracked by Wall St. Rank held Atlassian as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.