SW
TEAM icon

Simplicity Wealth’s Atlassian TEAM Stock Holding History

Simplicity Wealth’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 		– Sell
-2,410
Closed -$426K – 1121
2024
Q2 		$426K Sell
2,410
-58
-2% -$10.4K 0.01% 819
2024
Q1 		$482K Buy
+2,468
New +$538K 0.01% 755

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Simplicity Wealth's TEAM Position: Q3 2024 in Review

Simplicity Wealth sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 2,410 shares — an estimated $426K sold.

Simplicity Wealth first reported a position in TEAM in Q1 2024 and held it in 2 quarters. The position peaked at $482K in Q1 2024. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • Simplicity Wealth reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,410 Atlassian shares in Q3 2024, an estimated $426K.
  • Simplicity Wealth first reported a position in Atlassian in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Atlassian position peaked at $482K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.