GVAG
TEAM icon

Great Valley Advisor Group’s Atlassian TEAM Stock Holding History

Great Valley Advisor Group’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
-1,750
Closed -$416K – 784
2023
Q4 		$416K Sell
1,750
-277
-14% -$54.4K 0.01% 498
2023
Q3 		$408K Hold
2,027
– – 0.02% 484
2023
Q2 		$340K Buy
2,027
+420
+26% +$67.3K 0.01% 534
2023
Q1 		$275K Sell
1,607
-72
-4% -$11.5K 0.01% 567
2022
Q4 		$216K Sell
1,679
-907
-35% -$144K 0.01% 634
2022
Q3 		$544K Buy
2,586
+215
+9% +$50.2K 0.03% 406
2022
Q2 		$444K Buy
2,371
+1,551
+189% +$331K 0.02% 452
2022
Q1 		$251K Buy
820
+115
+16% +$34.4K 0.01% 526
2021
Q4 		$269K Hold
705
– – 0.02% 511
2021
Q3 		$276K Buy
+705
New +$235K 0.02% 484

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 $5.7T 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 $61.3B 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 $1.47T AUM 27.86% 1-Year Est. Return