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FRG Family Wealth Advisors’s Atlassian TEAM Stock Holding History

FRG Family Wealth 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
Q2 		– Sell
-5
Closed -$862 – 335
2024
Q1 		$862 Buy
+5
New +$1.09K ﹤0.01% 345

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

FRG Family Wealth Advisors's TEAM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Atlassian (TEAM) in Q2 2024, closing a stake of 5 shares — an estimated $862 sold.

FRG Family Wealth Advisors first reported a position in TEAM in Q1 2024 and held it in 1 quarter. The position peaked at $862 in Q1 2024. 704 funds tracked by Wall St. Rank hold TEAM as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Atlassian position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 5 Atlassian shares in Q2 2024, an estimated $862.
  • FRG Family Wealth Advisors first reported a position in Atlassian in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Atlassian position peaked at $862 in Q1 2024.
  • 704 funds tracked by Wall St. Rank held Atlassian as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.