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Concourse Financial Group Securities’s Atlassian TEAM Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,118
Closed -$292K – 1842
2024
Q4 		$292K Sell
1,118
-160
-13% -$36.6K 0.02% 622
2024
Q3 		$203K Sell
1,278
-1,471
-54% -$242K 0.01% 711
2024
Q2 		$486K Sell
2,749
-2,333
-46% -$417K 0.03% 453
2024
Q1 		$992K Sell
5,082
-166
-3% -$36.2K 0.06% 294
2023
Q4 		$1.25M Sell
5,248
-466
-8% -$91.5K 0.09% 232
2023
Q3 		$1.15M Sell
5,714
-413
-7% -$78.4K 0.09% 227
2023
Q2 		$1.03M Sell
6,127
-104
-2% -$16.7K 0.08% 258
2023
Q1 		$1.07M Sell
6,231
-146
-2% -$23.3K 0.08% 248
2022
Q4 		$821K Buy
+6,377
New +$1.02M 0.07% 301
2022
Q3 		– Sell
-2,285
Closed -$534K – 2270
2022
Q2 		$428K Buy
2,285
+2,167
+1,836% +$463K 0.04% 427
2022
Q1 		$35K Buy
118
+6
+5% +$1.79K ﹤0.01% 1271
2021
Q4 		$43K Hold
112
– – ﹤0.01% 1348
2021
Q3 		$44K Sell
112
-399
-78% -$133K ﹤0.01% 1376
2021
Q2 		$131K Sell
511
-38
-7% -$8.9K 0.01% 869
2021
Q1 		$116K Buy
549
+42
+8% +$9.77K 0.01% 874
2020
Q4 		$119K Sell
507
-3
-0.6% -$634 0.01% 811
2020
Q3 		$93K Buy
510
+74
+17% +$13.2K 0.01% 813
2020
Q2 		$79K Buy
436
+90
+26% +$14.9K 0.01% 809
2020
Q1 		$47K Buy
346
+80
+30% +$11.2K 0.01% 934
2019
Q4 		$32K Buy
266
+33
+14% +$4.02K ﹤0.01% 1106
2019
Q3 		$29K Buy
233
+41
+21% +$5.58K 0.01% 821
2019
Q2 		$25K Sell
192
-126
-40% -$15.2K ﹤0.01% 1168
2019
Q1 		$35K Buy
318
+75
+31% +$7.66K ﹤0.01% 1013
2018
Q4 		$21K Buy
243
+33
+16% +$2.61K ﹤0.01% 1139
2018
Q3 		$20K Buy
+210
New +$16.6K 0.01% 861

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Concourse Financial Group Securities's TEAM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Atlassian (TEAM) in Q1 2025, closing a stake of 1,118 shares — an estimated $292K sold.

Concourse Financial Group Securities first reported a position in TEAM in Q3 2018 and held it in 25 quarters. The position peaked at $1.25M in Q4 2023. 859 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Atlassian position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,118 Atlassian shares in Q1 2025, an estimated $292K.
  • Concourse Financial Group Securities first reported a position in Atlassian in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Atlassian position peaked at $1.25M in Q4 2023.
  • 859 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.