SSG
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Summit Securities Group’s Atlassian TEAM Stock Holding History

Summit Securities 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
2021
Q3 		– Sell
-10
Closed -$257K – 883
2021
Q2 		$257K Sell
10
-10
-50% -$2.34K 0.02% 577
2021
Q1 		$422K Buy
+20
New +$4.65K 0.05% 362
2020
Q2 		– Sell
-20
Closed -$275K – 476
2020
Q1 		$275K Buy
+20
New +$2.8K 0.05% 218

Other funds holding TEAM

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Securities Group's TEAM Position: Q1 2026 in Review

Summit Securities Group sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 256 shares — an estimated $41.5K sold.

Summit Securities Group first reported a position in TEAM in Q1 2021 and held it in 8 quarters. The position peaked at $249K in Q1 2021. 651 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Summit Securities Group reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 256 Atlassian shares in Q1 2026, an estimated $41.5K.
  • Summit Securities Group first reported a position in Atlassian in Q1 2021 and held it in 8 quarters.
  • Summit Securities Group's Atlassian position peaked at $249K in Q1 2021.
  • 651 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.