Geller Advisors’s Atlassian TEAM Stock Holding History

Geller 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 Q4	$506K	Hold	2,079	–	–	0.03%	131
2024 Q3	$330K	Hold	2,079	–	–	0.02%	188
2024 Q2	$368K	Sell	2,079 -3	-0.1%	-$536	0.03%	181
2024 Q1	$406K	Buy	2,082 +3	+0.1%	+$654	0.03%	172
2023 Q4	$495K	Sell	2,079 -920	-31%	-$181K	0.05%	126
2023 Q3	$604K	Hold	2,999	–	–	0.07%	92
2023 Q2	$503K	Buy	2,999 +1,249	+71%	+$200K	0.06%	115
2023 Q1	$300K	Buy	+1,750	New	+$279K	0.04%	119
2022 Q2	–	Sell	-705	Closed	-$207K	–	168
2022 Q1	$207K	Sell	705 -302	-30%	-$90.2K	0.04%	165
2021 Q4	$384K	Hold	1,007	–	–	0.07%	85
2021 Q3	$394K	Sell	1,007 -673	-40%	-$225K	0.09%	73
2021 Q2	$432K	Hold	1,680	–	–	0.09%	58
2021 Q1	$354K	Sell	1,680 -125	-7%	-$29.1K	0.08%	71
2020 Q4	$422K	Hold	1,805	–	–	0.11%	53
2020 Q3	$328K	Buy	+1,805	New	+$322K	0.09%	50

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geller Advisors's TEAM Position: Q4 2024 in Review

Geller Advisors held its Atlassian (TEAM) position steady in Q4 2024 at 2,079 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #131.

Geller Advisors first reported a position in TEAM in Q3 2020 and has held it in 15 quarters since. The position peaked at $604K in Q3 2023. 797 funds tracked by Wall St. Rank hold TEAM as of Q4 2024.

Geller Advisors held 2,079 shares of Atlassian worth $506K as of Q4 2024.
Geller Advisors left its Atlassian share count unchanged in Q4 2024.
Atlassian made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #131 holding.
Geller Advisors first reported a position in Atlassian in Q3 2020 and has held it in 15 quarters since.
Geller Advisors's Atlassian position peaked at $604K in Q3 2023.
797 funds tracked by Wall St. Rank held Atlassian as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.