Institutional & Family Asset Management’s Atlassian TEAM Stock Holding History

Institutional & Family Asset Management’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 Q2	$20.7K	Sell	117 -3	-3%	-$536	﹤0.01%	335
2024 Q1	$23.4K	Hold	120	–	–	﹤0.01%	314
2023 Q4	$28.5K	Sell	120 -8	-6%	-$1.57K	﹤0.01%	286
2023 Q3	$25.8K	Hold	128	–	–	﹤0.01%	279
2023 Q2	$21.5K	Sell	128 -3	-2%	-$480	﹤0.01%	302
2023 Q1	$22.4K	Sell	131 -10	-7%	-$1.59K	﹤0.01%	296
2022 Q4	$18.1K	Hold	141	–	–	﹤0.01%	317
2022 Q3	$30K	Hold	141	–	–	0.01%	268
2022 Q2	$26K	Hold	141	–	–	﹤0.01%	291
2022 Q1	$41K	Hold	141	–	–	0.01%	275
2021 Q4	$54K	Hold	141	–	–	0.01%	259
2021 Q3	$55K	Sell	141 -36	-20%	-$12K	0.01%	312
2021 Q2	$45K	Sell	177 -110	-38%	-$25.8K	0.01%	348
2021 Q1	$60K	Buy	287 +241	+524%	+$56.1K	0.01%	336
2020 Q4	$11K	Buy	+46	New	+$9.72K	﹤0.01%	518

Other funds holding TEAM

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

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

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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 $3.38T AUM 44.17% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Institutional & Family Asset Management's TEAM Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Atlassian (TEAM) stake by 2.5% in Q2 2024, selling an estimated $536 and leaving 117 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Institutional & Family Asset Management first reported a position in TEAM in Q4 2020 and has held it in 15 quarters since. The position peaked at $60K in Q1 2021. 705 funds tracked by Wall St. Rank hold TEAM as of Q2 2024.

Institutional & Family Asset Management held 117 shares of Atlassian worth $20.7K as of Q2 2024.
Institutional & Family Asset Management sold 3 Atlassian shares in Q2 2024, an estimated $536.
Atlassian made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #335 holding.
Institutional & Family Asset Management first reported a position in Atlassian in Q4 2020 and has held it in 15 quarters since.
Institutional & Family Asset Management's Atlassian position peaked at $60K in Q1 2021.
705 funds tracked by Wall St. Rank held Atlassian as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.