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Ritter Daniher Financial Advisory’s Atlassian TEAM Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-60
Closed -$14.3K – 342
2023
Q4 		$14.3K Hold
60
– – 0.01% 213
2023
Q3 		$12.1K Hold
60
– – 0.01% 218
2023
Q2 		$10.1K Buy
+60
New +$9.61K ﹤0.01% 220

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 $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ritter Daniher Financial Advisory's TEAM Position: Q1 2024 in Review

Ritter Daniher Financial Advisory sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 60 shares — an estimated $14.3K sold.

Ritter Daniher Financial Advisory first reported a position in TEAM in Q2 2023 and held it in 3 quarters. The position peaked at $14.3K in Q4 2023. 739 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

  • Ritter Daniher Financial Advisory reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 60 Atlassian shares in Q1 2024, an estimated $14.3K.
  • Ritter Daniher Financial Advisory first reported a position in Atlassian in Q2 2023 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Atlassian position peaked at $14.3K in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2024, filed 13 May 2024.