Guerra Pan Advisors’s Atlassian TEAM Stock Holding History

Guerra Pan Advisors’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	-1,231	Closed	-$293K	–	110
2023 Q4	$293K	Hold	1,231	–	–	0.28%	82
2023 Q3	$248K	Buy	1,231 +21	+2%	+$3.99K	0.29%	81
2023 Q2	$203K	Buy	1,210 +6	+0.5%	+$961	0.23%	96
2023 Q1	$206K	Buy	+1,204	New	+$192K	0.26%	91
2022 Q4	–	Sell	-1,204	Closed	-$275K	–	92
2022 Q3	$275K	Hold	1,204	–	–	0.4%	65
2022 Q2	$252K	Hold	1,204	–	–	0.31%	79
2022 Q1	$293K	Hold	1,204	–	–	0.35%	72
2021 Q4	$459K	Buy	+1,204	New	+$484K	0.45%	59

Other funds holding TEAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Guerra Pan Advisors's TEAM Position: Q1 2024 in Review

Guerra Pan Advisors sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 1,231 shares — an estimated $293K sold.

Guerra Pan Advisors first reported a position in TEAM in Q4 2021 and held it in 8 quarters. The position peaked at $459K in Q4 2021. 740 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

Guerra Pan Advisors reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
Guerra Pan Advisors sold 1,231 Atlassian shares in Q1 2024, an estimated $293K.
Guerra Pan Advisors first reported a position in Atlassian in Q4 2021 and held it in 8 quarters.
Guerra Pan Advisors's Atlassian position peaked at $459K in Q4 2021.
740 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Guerra Pan Advisors's 13F filing for Q1 2024, filed 13 May 2024.