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NewSquare Capital’s Atlassian TEAM Stock Holding History

NewSquare Capital’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
-2
Closed -$403 – 620
2023
Q3 		$403 Sell
2
-3
-60% -$570 ﹤0.01% 533
2023
Q2 		$839 Hold
5
– – ﹤0.01% 630
2023
Q1 		$856 Hold
5
– – ﹤0.01% 668
2022
Q4 		$643 Buy
+5
New +$796 ﹤0.01% 627
2019
Q3 		– Sell
-4,209
Closed -$551K – 352
2019
Q2 		$551K Buy
4,209
+1,614
+62% +$194K 0.1% 86
2019
Q1 		$292K Buy
2,595
+135
+5% +$13.8K 0.06% 100
2018
Q4 		$219K Buy
+2,460
New +$195K 0.05% 108

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

NewSquare Capital's TEAM Position: Q4 2023 in Review

NewSquare Capital sold out of Atlassian (TEAM) in Q4 2023, closing a stake of 2 shares — an estimated $403 sold.

NewSquare Capital first reported a position in TEAM in Q4 2018 and held it in 7 quarters. The position peaked at $551K in Q2 2019. 731 funds tracked by Wall St. Rank hold TEAM as of Q4 2023.

  • NewSquare Capital reported no remaining Atlassian position as of Q4 2023 after selling out during the quarter.
  • NewSquare Capital sold 2 Atlassian shares in Q4 2023, an estimated $403.
  • NewSquare Capital first reported a position in Atlassian in Q4 2018 and held it in 7 quarters.
  • NewSquare Capital's Atlassian position peaked at $551K in Q2 2019.
  • 731 funds tracked by Wall St. Rank held Atlassian as of Q4 2023.

Based on NewSquare Capital's 13F filing for Q4 2023, filed 1 Feb 2024.