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Robertson Stephens Wealth Management’s Atlassian TEAM Stock Holding History

Robertson Stephens Wealth Management’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
-2,478
Closed -$394K – 636
2024
Q3 		$394K Buy
+2,478
New +$408K 0.01% 464

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Robertson Stephens Wealth Management's TEAM Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Atlassian (TEAM) in Q4 2024, closing a stake of 2,478 shares — an estimated $394K sold.

Robertson Stephens Wealth Management first reported a position in TEAM in Q3 2024 and held it in 1 quarter. The position peaked at $394K in Q3 2024. 800 funds tracked by Wall St. Rank hold TEAM as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Atlassian position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,478 Atlassian shares in Q4 2024, an estimated $394K.
  • Robertson Stephens Wealth Management first reported a position in Atlassian in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Atlassian position peaked at $394K in Q3 2024.
  • 800 funds tracked by Wall St. Rank held Atlassian as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.