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Peninsula Wealth’s Atlassian TEAM Stock Holding History

Peninsula Wealth’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 		$1.25M Sell
5,117
-900
-15% -$206K 0.21% 47
2024
Q3 		$1.14M Buy
6,017
+17
+0.3% +$2.8K 0.2% 48
2024
Q2 		$1.09M Sell
6,000
-7
-0.1% -$1.25K 0.2% 49
2024
Q1 		$1.17M Sell
6,007
-1
-0% -$218 0.23% 44
2023
Q4 		$1.43M Buy
6,008
+1
+0% +$196 0.29% 37
2023
Q3 		$1.12M Buy
+6,007
New +$1.14M 0.26% 36

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

Peninsula Wealth's TEAM Position: Q4 2024 in Review

Peninsula Wealth reduced its Atlassian (TEAM) stake by 15% in Q4 2024, selling an estimated $206K and leaving 5,117 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #47.

Peninsula Wealth first reported a position in TEAM in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.43M in Q4 2023. 797 funds tracked by Wall St. Rank hold TEAM as of Q4 2024.

  • Peninsula Wealth held 5,117 shares of Atlassian worth $1.25M as of Q4 2024.
  • Peninsula Wealth sold 900 Atlassian shares in Q4 2024, an estimated $206K.
  • Atlassian made up 0.21% of Peninsula Wealth's portfolio in Q4 2024, its #47 holding.
  • Peninsula Wealth first reported a position in Atlassian in Q3 2023 and has held it in 6 quarters since.
  • Peninsula Wealth's Atlassian position peaked at $1.43M in Q4 2023.
  • 797 funds tracked by Wall St. Rank held Atlassian as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.