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Tyler-Stone Wealth Management’s Atlassian TEAM Stock Holding History

Tyler-Stone Wealth Management’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
Q2 		– Sell
-200
Closed -$39K – 1011
2024
Q1 		$39K Hold
200
– – 0.02% 408
2023
Q4 		$47.6K Hold
200
– – 0.02% 363
2023
Q3 		$40K Hold
200
– – 0.02% 371
2023
Q2 		$34K Buy
+200
New +$32K 0.02% 398
2022
Q4 		$26K Hold
200
– – 0.02% 413
2022
Q3 		$42K Hold
200
– – 0.03% 325
2022
Q2 		$37K Hold
200
– – 0.02% 361
2022
Q1 		$59K Hold
200
– – 0.03% 318
2021
Q4 		$76K Buy
+200
New +$80.4K 0.04% 304

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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 $3.38T AUM 44.17% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Tyler-Stone Wealth Management's TEAM Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of Atlassian (TEAM) in Q2 2024, closing a stake of 200 shares — an estimated $39K sold.

Tyler-Stone Wealth Management first reported a position in TEAM in Q4 2021 and held it in 9 quarters. The position peaked at $76K in Q4 2021. 705 funds tracked by Wall St. Rank hold TEAM as of Q2 2024.

  • Tyler-Stone Wealth Management reported no remaining Atlassian position as of Q2 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 Atlassian shares in Q2 2024, an estimated $39K.
  • Tyler-Stone Wealth Management first reported a position in Atlassian in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's Atlassian position peaked at $76K in Q4 2021.
  • 705 funds tracked by Wall St. Rank held Atlassian as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.