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SYSTM Wealth Solutions’s Atlassian TEAM Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-922
Closed -$163K – 572
2024
Q2 		$163K Sell
922
-3,749
-80% -$670K 0.04% 204
2024
Q1 		$911K Sell
4,671
-85
-2% -$18.5K 0.12% 213
2023
Q4 		$1.13M Buy
4,756
+371
+8% +$72.8K 0.16% 176
2023
Q3 		$884K Sell
4,385
-57
-1% -$10.8K 0.14% 198
2023
Q2 		$745K Buy
4,442
+196
+5% +$31.4K 0.1% 251
2023
Q1 		$727K Sell
4,246
-3,745
-47% -$597K 0.11% 223
2022
Q4 		$1.03M Buy
+7,991
New +$1.27M 0.13% 202

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SYSTM Wealth Solutions's TEAM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 922 shares — an estimated $163K sold.

SYSTM Wealth Solutions first reported a position in TEAM in Q4 2022 and held it in 7 quarters. The position peaked at $1.13M in Q4 2023. 671 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 922 Atlassian shares in Q3 2024, an estimated $163K.
  • SYSTM Wealth Solutions first reported a position in Atlassian in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Atlassian position peaked at $1.13M in Q4 2023.
  • 671 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.