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Evermay Wealth Management’s Atlassian TEAM Stock Holding History

Evermay 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
Q3 		– Sell
-400
Closed -$70.8K – 626
2024
Q2 		$70.8K Hold
400
– – 0.01% 309
2024
Q1 		$78K Hold
400
– – 0.01% 310
2023
Q4 		$95.1K Hold
400
– – 0.02% 263
2023
Q3 		$80.6K Hold
400
– – 0.02% 259
2023
Q2 		$67.1K Buy
+400
New +$64.1K 0.01% 285

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Evermay Wealth Management's TEAM Position: Q3 2024 in Review

Evermay Wealth Management sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 400 shares — an estimated $70.8K sold.

Evermay Wealth Management first reported a position in TEAM in Q2 2023 and held it in 5 quarters. The position peaked at $95.1K in Q4 2023. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • Evermay Wealth Management reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 400 Atlassian shares in Q3 2024, an estimated $70.8K.
  • Evermay Wealth Management first reported a position in Atlassian in Q2 2023 and held it in 5 quarters.
  • Evermay Wealth Management's Atlassian position peaked at $95.1K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.