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Foundations Investment Advisors’s Atlassian TEAM Stock Holding History

Foundations Investment Advisors’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
-3,259
Closed -$576K – 862
2024
Q2 		$576K Buy
3,259
+622
+24% +$111K 0.01% 466
2024
Q1 		$515K Sell
2,637
-1,135
-30% -$247K 0.01% 461
2023
Q4 		$961K Buy
+3,772
New +$741K 0.03% 315

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 $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Foundations Investment Advisors's TEAM Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 3,259 shares — an estimated $576K sold.

Foundations Investment Advisors first reported a position in TEAM in Q4 2023 and held it in 3 quarters. The position peaked at $961K in Q4 2023. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • Foundations Investment Advisors reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,259 Atlassian shares in Q3 2024, an estimated $576K.
  • Foundations Investment Advisors first reported a position in Atlassian in Q4 2023 and held it in 3 quarters.
  • Foundations Investment Advisors's Atlassian position peaked at $961K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.