GWMIA
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Global Wealth Management Investment Advisory’s Atlassian TEAM Stock Holding History

Global Wealth Management Investment Advisory’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
-7
Closed -$1.67K – 400
2023
Q4 		$1.67K Buy
+7
New +$1.37K ﹤0.01% 410
2020
Q3 		– Sell
-100
Closed -$18K – 615
2020
Q2 		$18K Buy
100
+50
+100% +$8.3K 0.01% 283
2020
Q1 		$7K Buy
+50
New +$6.99K ﹤0.01% 387

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

Global Wealth Management Investment Advisory's TEAM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 7 shares — an estimated $1.67K sold.

Global Wealth Management Investment Advisory first reported a position in TEAM in Q1 2020 and held it in 3 quarters. The position peaked at $18K in Q2 2020. 740 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 7 Atlassian shares in Q1 2024, an estimated $1.67K.
  • Global Wealth Management Investment Advisory first reported a position in Atlassian in Q1 2020 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Atlassian position peaked at $18K in Q2 2020.
  • 740 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.