IAS
TEAM icon

Insigneo Advisory Services’s Atlassian TEAM Stock Holding History

Insigneo Advisory Services’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
2023
Q4 		– Sell
-1,115
Closed -$225K – 450
2023
Q3 		$225K Sell
1,115
-486
-30% -$92.3K 0.05% 343
2023
Q2 		$269K Buy
1,601
+246
+18% +$39.4K 0.05% 302
2023
Q1 		$232K Buy
+1,355
New +$216K 0.07% 240

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Insigneo Advisory Services's TEAM Position: Q4 2023 in Review

Insigneo Advisory Services sold out of Atlassian (TEAM) in Q4 2023, closing a stake of 1,115 shares — an estimated $225K sold.

Insigneo Advisory Services first reported a position in TEAM in Q1 2023 and held it in 3 quarters. The position peaked at $269K in Q2 2023. 731 funds tracked by Wall St. Rank hold TEAM as of Q4 2023.

  • Insigneo Advisory Services reported no remaining Atlassian position as of Q4 2023 after selling out during the quarter.
  • Insigneo Advisory Services sold 1,115 Atlassian shares in Q4 2023, an estimated $225K.
  • Insigneo Advisory Services first reported a position in Atlassian in Q1 2023 and held it in 3 quarters.
  • Insigneo Advisory Services's Atlassian position peaked at $269K in Q2 2023.
  • 731 funds tracked by Wall St. Rank held Atlassian as of Q4 2023.

Based on Insigneo Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.