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PFS Investments’s Atlassian TEAM Stock Holding History

PFS Investments’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
Q2 		$432K Buy
2,572
+451
+21% +$72.2K 0.01% 409
2023
Q1 		$336K Buy
2,121
+330
+18% +$52.6K 0.01% 415
2022
Q4 		$230K Buy
1,791
+10
+0.6% +$1.59K ﹤0.01% 414
2022
Q3 		$375K Buy
1,781
+187
+12% +$43.7K 0.01% 368
2022
Q2 		$299K Buy
1,594
+336
+27% +$71.7K 0.01% 384
2022
Q1 		$370K Buy
1,258
+358
+40% +$107K 0.01% 377
2021
Q4 		$343K Buy
900
+358
+66% +$144K 0.01% 368
2021
Q3 		$240K Buy
+542
New +$181K 0.01% 368

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

PFS Investments's TEAM Position: Q2 2023 in Review

PFS Investments increased its Atlassian (TEAM) stake by 21% in Q2 2023, buying an estimated $72.2K and bringing the position to 2,572 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #409.

PFS Investments first reported a position in TEAM in Q3 2021 and has held it in 8 quarters since. 636 funds tracked by Wall St. Rank hold TEAM as of Q2 2023.

  • PFS Investments held 2,572 shares of Atlassian worth $432K as of Q2 2023.
  • PFS Investments bought 451 Atlassian shares in Q2 2023, an estimated $72.2K.
  • Atlassian made up 0.01% of PFS Investments's portfolio in Q2 2023, its #409 holding.
  • PFS Investments first reported a position in Atlassian in Q3 2021 and has held it in 8 quarters since.
  • 636 funds tracked by Wall St. Rank held Atlassian as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.