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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
2023
Q3 		– Sell
-2,000
Closed -$7.73K – 1103
2023
Q2 		$7.73K Buy
+2,000
New +$320K ﹤0.01% 594
2022
Q4 		– Sell
-1,000
Closed -$1K – 1171
2022
Q3 		$1K Buy
+1,000
New +$234K ﹤0.01% 901
2022
Q1 		– Sell
-1,200
Closed -$14K – 1105
2021
Q4 		$14K Buy
+1,200
New +$482K ﹤0.01% 540
2021
Q2 		– Sell
-2,400
Closed -$9K – 1032
2021
Q1 		$9K Buy
+2,400
New +$558K ﹤0.01% 620
2019
Q2 		– Sell
-2,000
Closed -$16K – 802
2019
Q1 		$16K Buy
+2,000
New +$204K ﹤0.01% 410

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 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. 704 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.
  • 704 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.