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Cassady Schiller Wealth Management’s Atlassian TEAM Stock Holding History

Cassady Schiller 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
2024
Q4 		$5.11K Buy
21
+9
+75% +$2.06K ﹤0.01% 401
2024
Q3 		$1.91K Hold
12
– – ﹤0.01% 393
2024
Q2 		$2.12K Hold
12
– – ﹤0.01% 392
2024
Q1 		$2.34K Buy
+12
New +$2.62K ﹤0.01% 418

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Cassady Schiller Wealth Management's TEAM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Atlassian (TEAM) stake by 75% in Q4 2024, buying an estimated $2.06K and bringing the position to 21 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Cassady Schiller Wealth Management first reported a position in TEAM in Q1 2024 and has held it in 4 quarters since. 800 funds tracked by Wall St. Rank hold TEAM as of Q4 2024.

  • Cassady Schiller Wealth Management held 21 shares of Atlassian worth $5.11K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 9 Atlassian shares in Q4 2024, an estimated $2.06K.
  • Atlassian made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #401 holding.
  • Cassady Schiller Wealth Management first reported a position in Atlassian in Q1 2024 and has held it in 4 quarters since.
  • 800 funds tracked by Wall St. Rank held Atlassian as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.