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Steward Financial Group’s Atlassian TEAM Stock Holding History

Steward Financial Group’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 		$11K Buy
+56
New +$10.6K ﹤0.01% 363
2023
Q2 		– Sell
-5
Closed – – 955
2023
Q1 		$0 Buy
5
+3
+150% +$479 ﹤0.01% 908
2022
Q4 		$0 Buy
+2
New +$318 ﹤0.01% 801
2022
Q3 		– Sell
-8
Closed -$1K – 1181
2022
Q2 		$1K Buy
+8
New +$1.71K ﹤0.01% 873

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 $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steward Financial Group's TEAM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Atlassian (TEAM) in Q3 2023: 56 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TEAM as recently as Q1 2023.

Steward Financial Group first reported a position in TEAM in Q2 2022 and has held it in 4 quarters since. 659 funds tracked by Wall St. Rank hold TEAM as of Q3 2023.

  • Steward Financial Group held 56 shares of Atlassian worth $11K as of Q3 2023.
  • Atlassian was a new Steward Financial Group position in Q3 2023.
  • Atlassian made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #363 holding.
  • Steward Financial Group first reported a position in Atlassian in Q2 2022 and has held it in 4 quarters since.
  • 659 funds tracked by Wall St. Rank held Atlassian as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.