VisionPoint Advisory Group’s Atlassian TEAM Stock Holding History

VisionPoint Advisory Group’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	-7	Closed	-$1.24K	–	719
2024 Q2	$1.24K	Hold	7	–	–	﹤0.01%	704
2024 Q1	$1.37K	Hold	7	–	–	﹤0.01%	711
2023 Q4	$1.67K	Buy	+7	New	+$1.37K	﹤0.01%	647
2021 Q2	–	Sell	-1,451	Closed	-$306K	–	116
2021 Q1	$306K	Buy	1,451 +35	+2%	+$8.14K	0.15%	94
2020 Q4	$331K	Sell	1,416 -135	-9%	-$28.5K	0.17%	107
2020 Q3	$282K	Buy	+1,551	New	+$277K	0.12%	93

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

VisionPoint Advisory Group's TEAM Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 7 shares — an estimated $1.24K sold.

VisionPoint Advisory Group first reported a position in TEAM in Q3 2020 and held it in 6 quarters. The position peaked at $331K in Q4 2020. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

VisionPoint Advisory Group reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 7 Atlassian shares in Q3 2024, an estimated $1.24K.
VisionPoint Advisory Group first reported a position in Atlassian in Q3 2020 and held it in 6 quarters.
VisionPoint Advisory Group's Atlassian position peaked at $331K in Q4 2020.
673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.