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Planning Capital Management Corporation’s Atlassian TEAM Stock Holding History

Planning Capital Management Corporation’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 		$27.8K Hold
175
– – 0.02% 244
2024
Q2 		$31K Hold
175
– – 0.02% 232
2024
Q1 		$34.1K Hold
175
– – 0.02% 224
2023
Q4 		$41.6K Buy
+175
New +$34.4K 0.03% 206

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Planning Capital Management Corporation's TEAM Position: Q3 2024 in Review

Planning Capital Management Corporation held its Atlassian (TEAM) position steady in Q3 2024 at 175 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #244.

Planning Capital Management Corporation first reported a position in TEAM in Q4 2023 and has held it in 4 quarters since. The position peaked at $41.6K in Q4 2023. 672 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • Planning Capital Management Corporation held 175 shares of Atlassian worth $27.8K as of Q3 2024.
  • Planning Capital Management Corporation left its Atlassian share count unchanged in Q3 2024.
  • Atlassian made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #244 holding.
  • Planning Capital Management Corporation first reported a position in Atlassian in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Atlassian position peaked at $41.6K in Q4 2023.
  • 672 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.