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Wealth Alliance’s Atlassian TEAM Stock Holding History

Wealth Alliance’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
-1,847
Closed -$327K – 548
2024
Q2 		$327K Sell
1,847
-90
-5% -$16.1K 0.04% 364
2024
Q1 		$378K Buy
1,937
+76
+4% +$16.6K 0.05% 336
2023
Q4 		$443K Sell
1,861
-17
-0.9% -$3.34K 0.06% 280
2023
Q3 		$378K Sell
1,878
-72
-4% -$13.7K 0.06% 289
2023
Q2 		$327K Buy
1,950
+53
+3% +$8.49K 0.05% 351
2023
Q1 		$325K Buy
+1,897
New +$303K 0.05% 335
2022
Q4 		– Sell
-2,453
Closed -$517K – 507
2022
Q3 		$517K Buy
2,453
+414
+20% +$96.7K 0.1% 207
2022
Q2 		$382K Sell
2,039
-378
-16% -$80.7K 0.07% 264
2022
Q1 		$710K Buy
2,417
+144
+6% +$43K 0.15% 151
2021
Q4 		$866K Sell
2,273
-20
-0.9% -$8.04K 0.17% 129
2021
Q3 		$898K Buy
2,293
+14
+0.6% +$4.67K 0.2% 113
2021
Q2 		$585K Buy
2,279
+426
+23% +$99.7K 0.14% 174
2021
Q1 		$391K Buy
1,853
+542
+41% +$126K 0.11% 223
2020
Q4 		$307K Buy
1,311
+97
+8% +$20.5K 0.09% 273
2020
Q3 		$221K Buy
+1,214
New +$217K 0.08% 294

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 $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wealth Alliance's TEAM Position: Q3 2024 in Review

Wealth Alliance sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 1,847 shares — an estimated $327K sold.

Wealth Alliance first reported a position in TEAM in Q3 2020 and held it in 15 quarters. The position peaked at $898K in Q3 2021. 673 funds tracked by Wall St. Rank hold TEAM as of Q3 2024.

  • Wealth Alliance reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • Wealth Alliance sold 1,847 Atlassian shares in Q3 2024, an estimated $327K.
  • Wealth Alliance first reported a position in Atlassian in Q3 2020 and held it in 15 quarters.
  • Wealth Alliance's Atlassian position peaked at $898K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Wealth Alliance's 13F filing for Q3 2024, filed 4 Nov 2024.