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Trivest Advisors’s Atlassian TEAM Stock Holding History

Trivest Advisors’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
-152,200
Closed -$36.2M – 37
2023
Q4 		$36.2M Buy
+152,200
New +$29.9M 1.65% 12
2023
Q3 		– Sell
-20,000
Closed -$3.36M – 30
2023
Q2 		$3.36M Buy
20,000
+10,000
+100% +$1.6M 0.12% 18
2023
Q1 		$1.71M Sell
10,000
-5,000
-33% -$798K 0.13% 16
2022
Q4 		$1.93M Buy
+15,000
New +$2.39M 0.23% 10
2021
Q1 		– Sell
-4,000
Closed -$935K – 28
2020
Q4 		$935K Buy
+4,000
New +$845K 0.09% 14

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trivest Advisors's TEAM Position: Q1 2024 in Review

Trivest Advisors sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 152,200 shares — an estimated $36.2M sold.

Trivest Advisors first reported a position in TEAM in Q4 2020 and held it in 5 quarters. The position peaked at $36.2M in Q4 2023. 740 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

  • Trivest Advisors reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
  • Trivest Advisors sold 152,200 Atlassian shares in Q1 2024, an estimated $36.2M.
  • Trivest Advisors first reported a position in Atlassian in Q4 2020 and held it in 5 quarters.
  • Trivest Advisors's Atlassian position peaked at $36.2M in Q4 2023.
  • 740 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Trivest Advisors's 13F filing for Q1 2024, filed 9 May 2024.