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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 – 783
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 $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

Great Valley Advisor Group's TEAM Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 1,750 shares — an estimated $416K sold.

Great Valley Advisor Group first reported a position in TEAM in Q3 2021 and held it in 10 quarters. The position peaked at $544K in Q3 2022. 740 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

  • Great Valley Advisor Group reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,750 Atlassian shares in Q1 2024, an estimated $416K.
  • Great Valley Advisor Group first reported a position in Atlassian in Q3 2021 and held it in 10 quarters.
  • Great Valley Advisor Group's Atlassian position peaked at $544K in Q3 2022.
  • 740 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.