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Concord Wealth Partners’s Atlassian TEAM Stock Holding History

Concord 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
2023
Q3 		– Sell
-8
Closed -$1.34K – 1072
2023
Q2 		$1.34K Hold
8
– – ﹤0.01% 917
2023
Q1 		$1.37K Hold
8
– – ﹤0.01% 862
2022
Q4 		$1.03K Buy
+8
New +$1.27K ﹤0.01% 1058
2022
Q1 		– Sell
-4
Closed -$2K – 1380
2021
Q4 		$2K Buy
+4
New +$1.61K ﹤0.01% 1169

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 $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Concord Wealth Partners's TEAM Position: Q3 2023 in Review

Concord Wealth Partners sold out of Atlassian (TEAM) in Q3 2023, closing a stake of 8 shares — an estimated $1.34K sold.

Concord Wealth Partners first reported a position in TEAM in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 659 funds tracked by Wall St. Rank hold TEAM as of Q3 2023.

  • Concord Wealth Partners reported no remaining Atlassian position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 8 Atlassian shares in Q3 2023, an estimated $1.34K.
  • Concord Wealth Partners first reported a position in Atlassian in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Atlassian position peaked at $2K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Atlassian as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.