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Glassman Wealth Services’s Atlassian TEAM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-65
Closed -$15.5K – 1628
2023
Q4 		$15.5K Sell
65
-5
-7% -$982 ﹤0.01% 762
2023
Q3 		$14.1K Buy
70
+8
+13% +$1.52K ﹤0.01% 759
2023
Q2 		$10.4K Buy
62
+6
+11% +$961 ﹤0.01% 805
2023
Q1 		$9.59K Buy
56
+30
+115% +$4.79K ﹤0.01% 835
2022
Q4 		$3.35K Buy
+26
New +$4.14K ﹤0.01% 1133
2022
Q2 		– Sell
-146
Closed -$43K – 1987
2022
Q1 		$43K Buy
+146
New +$43.6K 0.01% 439
2021
Q3 		– Sell
-89
Closed -$23K – 1805
2021
Q2 		$23K Buy
89
+3
+3% +$702 ﹤0.01% 540
2021
Q1 		$18K Buy
86
+32
+59% +$7.45K ﹤0.01% 562
2020
Q4 		$13K Buy
+54
New +$11.4K ﹤0.01% 653
2020
Q2 		– Sell
-3
Closed – – 1521
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1548
2019
Q4 		$0 Sell
3
-4
-57% -$487 ﹤0.01% 1477
2019
Q3 		$1K Hold
7
– – ﹤0.01% 923
2019
Q2 		$1K Buy
7
+4
+133% +$482 ﹤0.01% 934
2019
Q1 		$0 Buy
+3
New +$307 ﹤0.01% 1201

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Glassman Wealth Services's TEAM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 65 shares — an estimated $15.5K sold.

Glassman Wealth Services first reported a position in TEAM in Q1 2019 and held it in 14 quarters. The position peaked at $43K in Q1 2022. 740 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 65 Atlassian shares in Q1 2024, an estimated $15.5K.
  • Glassman Wealth Services first reported a position in Atlassian in Q1 2019 and held it in 14 quarters.
  • Glassman Wealth Services's Atlassian position peaked at $43K in Q1 2022.
  • 740 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.