VWA
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Valued Wealth Advisors’s Atlassian TEAM Stock Holding History

Valued 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
Q3 		– Sell
-12
Closed -$2.12K – 656
2024
Q2 		$2.12K Hold
12
– – ﹤0.01% 359
2024
Q1 		$2.34K Hold
12
– – ﹤0.01% 338
2023
Q4 		$2.42K Buy
+12
New +$2.36K ﹤0.01% 283

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Valued Wealth Advisors's TEAM Position: Q3 2024 in Review

Valued Wealth Advisors sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 12 shares — an estimated $2.12K sold.

Valued Wealth Advisors first reported a position in TEAM in Q4 2023 and held it in 3 quarters. The position peaked at $2.42K in Q4 2023. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • Valued Wealth Advisors reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 12 Atlassian shares in Q3 2024, an estimated $2.12K.
  • Valued Wealth Advisors first reported a position in Atlassian in Q4 2023 and held it in 3 quarters.
  • Valued Wealth Advisors's Atlassian position peaked at $2.42K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Valued Wealth Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.