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	-1,000	Closed	-$195K	–	267
2024 Q1	$195K	Buy	+1,000	New	+$218K	0.03%	162
2023 Q3	–	Sell	-2,000	Closed	-$3K	–	1104
2023 Q2	$3K	Buy	+2,000	New	+$320K	﹤0.01%	754
2019 Q2	–	Sell	-1,000	Closed	-$1K	–	803
2019 Q1	$1K	Buy	+1,000	New	+$102K	﹤0.01%	670

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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.