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Focused Wealth Management’s Atlassian TEAM Stock Holding History

Focused 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
Q2 		– Sell
-228
Closed -$44.5K – 266
2024
Q1 		$44.5K Buy
+228
New +$49.7K 0.01% 197
2022
Q2 		– Sell
-4
Closed -$1K – 1073
2022
Q1 		$1K Sell
4
-4
-50% -$1.2K ﹤0.01% 939
2021
Q4 		$3K Buy
8
+4
+100% +$1.61K ﹤0.01% 769
2021
Q3 		$2K Buy
+4
New +$1.34K ﹤0.01% 832

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
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
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Focused Wealth Management's TEAM Position: Q2 2024 in Review

Focused Wealth Management sold out of Atlassian (TEAM) in Q2 2024, closing a stake of 228 shares — an estimated $44.5K sold.

Focused Wealth Management first reported a position in TEAM in Q3 2021 and held it in 4 quarters. The position peaked at $44.5K in Q1 2024. 705 funds tracked by Wall St. Rank hold TEAM as of Q2 2024.

  • Focused Wealth Management reported no remaining Atlassian position as of Q2 2024 after selling out during the quarter.
  • Focused Wealth Management sold 228 Atlassian shares in Q2 2024, an estimated $44.5K.
  • Focused Wealth Management first reported a position in Atlassian in Q3 2021 and held it in 4 quarters.
  • Focused Wealth Management's Atlassian position peaked at $44.5K in Q1 2024.
  • 705 funds tracked by Wall St. Rank held Atlassian as of Q2 2024.

Based on Focused Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.