VAFP
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Vahanian & Associates Financial Planning’s Atlassian TEAM Stock Holding History

Vahanian & Associates Financial Planning’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
2023
Q4 		– Sell
-1,250
Closed -$252K – 62
2023
Q3 		$252K Buy
+1,250
New +$237K 0.81% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vahanian & Associates Financial Planning's TEAM Position: Q4 2023 in Review

Vahanian & Associates Financial Planning sold out of Atlassian (TEAM) in Q4 2023, closing a stake of 1,250 shares — an estimated $252K sold.

Vahanian & Associates Financial Planning first reported a position in TEAM in Q3 2023 and held it in 1 quarter. The position peaked at $252K in Q3 2023. 730 funds tracked by Wall St. Rank hold TEAM as of Q4 2023.

  • Vahanian & Associates Financial Planning reported no remaining Atlassian position as of Q4 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,250 Atlassian shares in Q4 2023, an estimated $252K.
  • Vahanian & Associates Financial Planning first reported a position in Atlassian in Q3 2023 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Atlassian position peaked at $252K in Q3 2023.
  • 730 funds tracked by Wall St. Rank held Atlassian as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.