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BMS Financial Advisors’s Atlassian TEAM Stock Holding History

BMS Financial 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
2023
Q2 		$413K Sell
2,464
-1,094
-31% -$175K 0.27% 65
2023
Q1 		$609K Buy
3,558
+500
+16% +$79.8K 0.42% 51
2022
Q4 		$394K Buy
3,058
+1,346
+79% +$214K 0.26% 67
2022
Q3 		$361K Buy
+1,712
New +$400K 0.25% 77

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $2.9T AUM 29.55% 1-Year Est. Return

BMS Financial Advisors's TEAM Position: Q2 2023 in Review

BMS Financial Advisors reduced its Atlassian (TEAM) stake by 31% in Q2 2023, selling an estimated $175K and leaving 2,464 shares worth $413K. The position accounts for 0.27% of the portfolio, ranked #65.

BMS Financial Advisors first reported a position in TEAM in Q3 2022 and has held it in 4 quarters since. The position peaked at $609K in Q1 2023. 637 funds tracked by Wall St. Rank hold TEAM as of Q2 2023.

  • BMS Financial Advisors held 2,464 shares of Atlassian worth $413K as of Q2 2023.
  • BMS Financial Advisors sold 1,094 Atlassian shares in Q2 2023, an estimated $175K.
  • Atlassian made up 0.27% of BMS Financial Advisors's portfolio in Q2 2023, its #65 holding.
  • BMS Financial Advisors first reported a position in Atlassian in Q3 2022 and has held it in 4 quarters since.
  • BMS Financial Advisors's Atlassian position peaked at $609K in Q1 2023.
  • 637 funds tracked by Wall St. Rank held Atlassian as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.