Safeguard Financial’s Atlassian TEAM Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-25	Closed	-$4K	–	497
2023 Q2	$4K	Buy	+25	New	+$4K	﹤0.01%	428

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Safeguard Financial's TEAM Position: Q3 2023 in Review

Safeguard Financial sold out of Atlassian (TEAM) in Q3 2023, closing a stake of 25 shares — an estimated $4K sold.

Safeguard Financial first reported a position in TEAM in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 658 funds tracked by Wall St. Rank hold TEAM as of Q3 2023.

Safeguard Financial reported no remaining Atlassian position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 25 Atlassian shares in Q3 2023, an estimated $4K.
Safeguard Financial first reported a position in Atlassian in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Atlassian position peaked at $4K in Q2 2023.
658 funds tracked by Wall St. Rank held Atlassian as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.