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Turtle Creek Wealth Advisors’s Atlassian TEAM Stock Holding History

Turtle Creek Wealth 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
-15
Closed -$3.57K – 743
2023
Q4 		$3.57K Buy
+15
New +$2.94K ﹤0.01% 697

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

Turtle Creek Wealth Advisors's TEAM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Atlassian (TEAM) in Q1 2024, closing a stake of 15 shares — an estimated $3.57K sold.

Turtle Creek Wealth Advisors first reported a position in TEAM in Q4 2023 and held it in 1 quarter. The position peaked at $3.57K in Q4 2023. 739 funds tracked by Wall St. Rank hold TEAM as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Atlassian position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 15 Atlassian shares in Q1 2024, an estimated $3.57K.
  • Turtle Creek Wealth Advisors first reported a position in Atlassian in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Atlassian position peaked at $3.57K in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Atlassian as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.