SS
TEAM icon

Simplicity Solutions’s Atlassian TEAM Stock Holding History

Simplicity Solutions’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
Q4 		$615K Sell
2,587
-47
-2% -$9.23K 0.02% 597
2023
Q3 		$531K Sell
2,634
-46
-2% -$8.73K 0.02% 585
2023
Q2 		$450K Sell
2,680
-233
-8% -$37.3K 0.01% 700
2023
Q1 		$499K Buy
+2,913
New +$465K 0.01% 694
2022
Q4 		– Sell
-1,366
Closed -$288K – 721
2022
Q3 		$288K Buy
1,366
+206
+18% +$48.1K 0.04% 471
2022
Q2 		$217K Buy
1,160
+455
+65% +$97.1K 0.03% 563
2022
Q1 		$207K Sell
705
-621
-47% -$186K 0.03% 590
2021
Q4 		$506K Buy
1,326
+777
+142% +$312K 0.06% 389
2021
Q3 		$215K Buy
+549
New +$183K 0.03% 541
2019
Q4 		– Sell
-1,818
Closed -$228K – 874
2019
Q3 		$228K Buy
1,818
+34
+2% +$4.63K 0.01% 651
2019
Q2 		$233K Sell
1,784
-797
-31% -$96K 0.01% 585
2019
Q1 		$290K Buy
+2,581
New +$264K 0.02% 548

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's TEAM Position: Q4 2023 in Review

Simplicity Solutions reduced its Atlassian (TEAM) stake by 1.8% in Q4 2023, selling an estimated $9.23K and leaving 2,587 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #597.

Simplicity Solutions first reported a position in TEAM in Q1 2019 and has held it in 12 quarters since. 730 funds tracked by Wall St. Rank hold TEAM as of Q4 2023.

  • Simplicity Solutions held 2,587 shares of Atlassian worth $615K as of Q4 2023.
  • Simplicity Solutions sold 47 Atlassian shares in Q4 2023, an estimated $9.23K.
  • Atlassian made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #597 holding.
  • Simplicity Solutions first reported a position in Atlassian in Q1 2019 and has held it in 12 quarters since.
  • 730 funds tracked by Wall St. Rank held Atlassian as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.