WA
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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 $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return