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

T. Rowe Price Associates

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

WCM Investment Management

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

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

JP Morgan Chase

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