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Legacy Capital Wealth Partners’s Atlassian TEAM Stock Holding History

Legacy Capital Wealth Partners’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
-1,356
Closed -$240K – 376
2024
Q2 		$240K Sell
1,356
-776
-36% -$139K 0.06% 269
2024
Q1 		$338K Buy
2,132
+669
+46% +$146K 0.24% 85
2023
Q4 		$348K Sell
1,463
-64
-4% -$12.6K 0.1% 199
2023
Q3 		$308K Buy
+1,527
New +$290K 0.08% 210
2023
Q2 		– Sell
-1,553
Closed -$266K – 216
2023
Q1 		$266K Buy
+1,553
New +$248K 0.07% 207

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 $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Legacy Capital Wealth Partners's TEAM Position: Q3 2024 in Review

Legacy Capital Wealth Partners sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 1,356 shares — an estimated $240K sold.

Legacy Capital Wealth Partners first reported a position in TEAM in Q1 2023 and held it in 5 quarters. The position peaked at $348K in Q4 2023. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • Legacy Capital Wealth Partners reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,356 Atlassian shares in Q3 2024, an estimated $240K.
  • Legacy Capital Wealth Partners first reported a position in Atlassian in Q1 2023 and held it in 5 quarters.
  • Legacy Capital Wealth Partners's Atlassian position peaked at $348K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.