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Palo Alto Wealth Advisors’s Atlassian TEAM Stock Holding History

Palo Alto Wealth Advisors’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
-3,029
Closed -$584K – 54
2024
Q3 		$584K Buy
+3,029
New +$498K 0.24% 26

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Palo Alto Wealth Advisors's TEAM Position: Q4 2024 in Review

Palo Alto Wealth Advisors sold out of Atlassian (TEAM) in Q4 2024, closing a stake of 3,029 shares — an estimated $584K sold.

Palo Alto Wealth Advisors first reported a position in TEAM in Q3 2024 and held it in 1 quarter. The position peaked at $584K in Q3 2024. 798 funds tracked by Wall St. Rank hold TEAM as of Q4 2024.

  • Palo Alto Wealth Advisors reported no remaining Atlassian position as of Q4 2024 after selling out during the quarter.
  • Palo Alto Wealth Advisors sold 3,029 Atlassian shares in Q4 2024, an estimated $584K.
  • Palo Alto Wealth Advisors first reported a position in Atlassian in Q3 2024 and held it in 1 quarter.
  • Palo Alto Wealth Advisors's Atlassian position peaked at $584K in Q3 2024.
  • 798 funds tracked by Wall St. Rank held Atlassian as of Q4 2024.

Based on Palo Alto Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.