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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return