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Wetzel Investment Advisors’s Atlassian TEAM Stock Holding History

Wetzel Investment 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 -$2.34K – 807
2024
Q2 		$2.34K Hold
12
– – ﹤0.01% 716
2024
Q1 		$2.32K Hold
12
– – ﹤0.01% 819
2023
Q4 		$3K Buy
+12
New +$2.36K ﹤0.01% 812

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

Wetzel Investment Advisors's TEAM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Atlassian (TEAM) in Q3 2024, closing a stake of 12 shares — an estimated $2.34K sold.

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

  • Wetzel Investment Advisors reported no remaining Atlassian position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 12 Atlassian shares in Q3 2024, an estimated $2.34K.
  • Wetzel Investment Advisors first reported a position in Atlassian in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Atlassian position peaked at $3K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Atlassian as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.