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Kolinsky Wealth Management’s Atlassian TEAM Stock Holding History

Kolinsky 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
Q3 		– Sell
-1,716
Closed -$304K – 185
2024
Q2 		$304K Buy
+1,716
New +$307K 0.22% 109
2023
Q3 		– Sell
-1,807
Closed -$292K – 141
2023
Q2 		$292K Buy
+1,807
New +$289K 0.28% 86
2022
Q4 		– Sell
-1,305
Closed -$275K – 134
2022
Q3 		$275K Buy
+1,305
New +$305K 0.34% 76
2022
Q2 		– Sell
-709
Closed -$208K – 148
2022
Q1 		$208K Sell
709
-246
-26% -$73.5K 0.2% 129
2021
Q4 		$364K Buy
+955
New +$384K 0.34% 72

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 $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Kolinsky Wealth Management's TEAM Position: Q3 2024 in Review

Kolinsky Wealth Management sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 1,716 shares — an estimated $304K sold.

Kolinsky Wealth Management first reported a position in TEAM in Q4 2021 and held it in 5 quarters. The position peaked at $364K in Q4 2021. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • Kolinsky Wealth Management reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 1,716 Atlassian shares in Q3 2024, an estimated $304K.
  • Kolinsky Wealth Management first reported a position in Atlassian in Q4 2021 and held it in 5 quarters.
  • Kolinsky Wealth Management's Atlassian position peaked at $364K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Kolinsky Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.