WealthPLAN Partners’s Atlassian TEAM Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-254	Closed	-$42.6K	–	1076
2023 Q2	$42.6K	Hold	254	–	–	0.01%	539
2023 Q1	$43.5K	Buy	+254	New	+$40.5K	﹤0.01%	584

Other funds holding TEAM

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

WealthPLAN Partners's TEAM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Atlassian (TEAM) in Q3 2023, closing a stake of 254 shares — an estimated $42.6K sold.

WealthPLAN Partners first reported a position in TEAM in Q1 2023 and held it in 2 quarters. The position peaked at $43.5K in Q1 2023. 659 funds tracked by Wall St. Rank hold TEAM as of Q3 2023.

WealthPLAN Partners reported no remaining Atlassian position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 254 Atlassian shares in Q3 2023, an estimated $42.6K.
WealthPLAN Partners first reported a position in Atlassian in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Atlassian position peaked at $43.5K in Q1 2023.
659 funds tracked by Wall St. Rank held Atlassian as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.