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Jamison Private Wealth Management’s Atlassian TEAM Stock Holding History

Jamison Private Wealth 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
Q4 		– Sell
-200
Closed -$31.8K – 438
2024
Q3 		$31.8K Sell
200
-76
-28% -$12.5K ﹤0.01% 273
2024
Q2 		$48.8K Hold
276
– – 0.01% 248
2024
Q1 		$53.9K Hold
276
– – 0.01% 252
2023
Q4 		$65.7K Hold
276
– – 0.01% 224
2023
Q3 		$55.6K Buy
+276
New +$52.4K 0.01% 222

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Jamison Private Wealth Management's TEAM Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Atlassian (TEAM) in Q4 2024, closing a stake of 200 shares — an estimated $31.8K sold.

Jamison Private Wealth Management first reported a position in TEAM in Q3 2023 and held it in 5 quarters. The position peaked at $65.7K in Q4 2023. 800 funds tracked by Wall St. Rank hold TEAM as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Atlassian position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 200 Atlassian shares in Q4 2024, an estimated $31.8K.
  • Jamison Private Wealth Management first reported a position in Atlassian in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Atlassian position peaked at $65.7K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held Atlassian as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.