WR Wealth Planners’s Atlassian TEAM Stock Holding History

WR Wealth Planners’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 Q4	$35.8K	Sell	147 -116	-44%	-$26.6K	0.01%	361
2024 Q3	$41.8K	Buy	263 +50	+23%	+$8.22K	0.01%	358
2024 Q2	$37.7K	Buy	213 +6	+3%	+$1.07K	0.01%	363
2024 Q1	$40.4K	Buy	+207	New	+$45.1K	0.01%	362
2023 Q4	–	Sell	-200	Closed	-$40.3K	–	787
2023 Q3	$40.3K	Hold	200	–	–	0.02%	346
2023 Q2	$33.6K	Hold	200	–	–	0.01%	370
2023 Q1	$34.2K	Buy	+200	New	+$31.9K	0.01%	373
2022 Q3	–	Sell	-41	Closed	-$7.68K	–	558
2022 Q2	$7.68K	Hold	41	–	–	0.01%	307
2022 Q1	$12K	Buy	+41	New	+$12.2K	0.01%	275

Other funds holding TEAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

WR Wealth Planners's TEAM Position: Q4 2024 in Review

WR Wealth Planners reduced its Atlassian (TEAM) stake by 44% in Q4 2024, selling an estimated $26.6K and leaving 147 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #361.

WR Wealth Planners first reported a position in TEAM in Q1 2022 and has held it in 9 quarters since. The position peaked at $41.8K in Q3 2024. 798 funds tracked by Wall St. Rank hold TEAM as of Q4 2024.

WR Wealth Planners held 147 shares of Atlassian worth $35.8K as of Q4 2024.
WR Wealth Planners sold 116 Atlassian shares in Q4 2024, an estimated $26.6K.
Atlassian made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #361 holding.
WR Wealth Planners first reported a position in Atlassian in Q1 2022 and has held it in 9 quarters since.
WR Wealth Planners's Atlassian position peaked at $41.8K in Q3 2024.
798 funds tracked by Wall St. Rank held Atlassian as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.