SP
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SWS Partners’s Atlassian TEAM Stock Holding History

SWS Partners’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
-8,680
Closed -$1.54M – 280
2024
Q2 		$1.54M Buy
8,680
+2,415
+39% +$432K 0.46% 79
2024
Q1 		$1.22M Sell
6,265
-84
-1% -$18.3K 0.37% 83
2023
Q4 		$1.51M Sell
6,349
-103
-2% -$20.2K 0.49% 74
2023
Q3 		$1.3M Buy
6,452
+40
+0.6% +$7.59K 0.48% 78
2023
Q2 		$1.07M Sell
6,412
-64
-1% -$10.2K 0.39% 85
2023
Q1 		$1.11M Buy
+6,476
New +$1.03M 0.41% 84
2022
Q4 		– Sell
-5,319
Closed -$1.12M – 101
2022
Q3 		$1.12M Sell
5,319
-519
-9% -$121K 0.52% 75
2022
Q2 		$1.09M Buy
5,838
+17
+0.3% +$3.63K 0.92% 53
2022
Q1 		$1.72M Buy
5,821
+267
+5% +$79.8K 1.12% 48
2021
Q4 		$2.12M Buy
5,554
+138
+3% +$55.5K 1.2% 37
2021
Q3 		$2.12M Buy
5,416
+104
+2% +$34.7K 1.31% 31
2021
Q2 		$1.36M Buy
5,312
+104
+2% +$24.3K 0.89% 63
2021
Q1 		$1.1M Sell
5,208
-3,319
-39% -$772K 0.76% 67
2020
Q4 		$1.99M Buy
8,527
+4,655
+120% +$984K 0.89% 35
2020
Q3 		$704K Buy
3,872
+410
+12% +$73.1K 0.35% 82
2020
Q2 		$612K Buy
3,462
+361
+12% +$60K 0.78% 55
2020
Q1 		$426K Buy
+3,101
New +$434K 0.3% 87
2019
Q3 		$414K Sell
3,411
-367
-10% -$50K 0.25% 83
2019
Q2 		$514K Buy
+3,778
New +$455K 0.33% 77
2018
Q4 		$264K Buy
2,970
+59
+2% +$4.67K 0.2% 86
2018
Q3 		$280K Buy
+2,911
New +$231K 0.18% 90

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

SWS Partners's TEAM Position: Q3 2024 in Review

SWS Partners sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 8,680 shares — an estimated $1.54M sold.

SWS Partners first reported a position in TEAM in Q3 2018 and held it in 21 quarters. The position peaked at $2.12M in Q3 2021. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • SWS Partners reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 8,680 Atlassian shares in Q3 2024, an estimated $1.54M.
  • SWS Partners first reported a position in Atlassian in Q3 2018 and held it in 21 quarters.
  • SWS Partners's Atlassian position peaked at $2.12M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.