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TFO Wealth Partners’s Atlassian TEAM Stock Holding History

TFO Wealth 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
Q1 		– Sell
-3
Closed -$714 – 918
2023
Q4 		$714 Hold
3
– – ﹤0.01% 257
2023
Q3 		$503 Buy
+3
New +$570 ﹤0.01% 453
2021
Q2 		– Sell
-300
Closed -$63K – 179
2021
Q1 		$63K Buy
+300
New +$69.8K 0.02% 67

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 $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's TEAM Position: Q1 2024 in Review

TFO Wealth Partners sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 3 shares — an estimated $714 sold.

TFO Wealth Partners first reported a position in TEAM in Q1 2021 and held it in 3 quarters. The position peaked at $63K in Q1 2021. 739 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

  • TFO Wealth Partners reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Atlassian shares in Q1 2024, an estimated $714.
  • TFO Wealth Partners first reported a position in Atlassian in Q1 2021 and held it in 3 quarters.
  • TFO Wealth Partners's Atlassian position peaked at $63K in Q1 2021.
  • 739 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.