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Connectus Wealth’s Atlassian TEAM Stock Holding History

Connectus Wealth’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
Q1 		$297K Sell
1,520
-316
-17% -$68.9K 0.01% 325
2023
Q4 		$437K Buy
+1,836
New +$360K 0.01% 418

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connectus Wealth's TEAM Position: Q1 2024 in Review

Connectus Wealth reduced its Atlassian (TEAM) stake by 17% in Q1 2024, selling an estimated $68.9K and leaving 1,520 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #325.

Connectus Wealth first reported a position in TEAM in Q4 2023 and has held it in 2 quarters since. The position peaked at $437K in Q4 2023. 739 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

  • Connectus Wealth held 1,520 shares of Atlassian worth $297K as of Q1 2024.
  • Connectus Wealth sold 316 Atlassian shares in Q1 2024, an estimated $68.9K.
  • Atlassian made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #325 holding.
  • Connectus Wealth first reported a position in Atlassian in Q4 2023 and has held it in 2 quarters since.
  • Connectus Wealth's Atlassian position peaked at $437K in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.