HSA
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HBK Sorce Advisory’s Atlassian TEAM Stock Holding History

HBK Sorce 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
Q3 		– Sell
-1,985
Closed -$351K – 602
2024
Q2 		$351K Buy
1,985
+68
+4% +$12.2K 0.01% 406
2024
Q1 		$374K Sell
1,917
-15
-0.8% -$3.27K 0.01% 405
2023
Q4 		$460K Sell
1,932
-280
-13% -$55K 0.02% 336
2023
Q3 		$446K Sell
2,212
-82
-4% -$15.6K 0.02% 333
2023
Q2 		$385K Buy
2,294
+110
+5% +$17.6K 0.02% 385
2023
Q1 		$374K Sell
2,184
-482
-18% -$76.9K 0.02% 391
2022
Q4 		$343K Buy
2,666
+1,542
+137% +$245K 0.01% 519
2022
Q3 		$237K Buy
+1,124
New +$263K 0.02% 415
2022
Q1 		– Sell
-606
Closed -$231K – 609
2021
Q4 		$231K Buy
606
+4
+0.7% +$1.61K 0.01% 521
2021
Q3 		$236K Buy
+602
New +$201K 0.01% 513

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

HBK Sorce Advisory's TEAM Position: Q3 2024 in Review

HBK Sorce Advisory sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 1,985 shares — an estimated $351K sold.

HBK Sorce Advisory first reported a position in TEAM in Q3 2021 and held it in 10 quarters. The position peaked at $460K in Q4 2023. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • HBK Sorce Advisory reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,985 Atlassian shares in Q3 2024, an estimated $351K.
  • HBK Sorce Advisory first reported a position in Atlassian in Q3 2021 and held it in 10 quarters.
  • HBK Sorce Advisory's Atlassian position peaked at $460K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on HBK Sorce Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.