AO
TEAM icon

Advisor OS’s Atlassian TEAM Stock Holding History

Advisor OS’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 		– Sell
-1,818
Closed -$289K – 451
2024
Q3 		$289K Sell
1,818
-5,013
-73% -$825K 0.03% 330
2024
Q2 		$1.21M Buy
6,831
+217
+3% +$38.8K 0.13% 129
2024
Q1 		$1.29M Buy
6,614
+1,248
+23% +$272K 0.15% 125
2023
Q4 		$1.28M Sell
5,366
-420
-7% -$82.5K 0.17% 111
2023
Q3 		$1.17M Buy
5,786
+84
+1% +$15.9K 0.17% 108
2023
Q2 		$957K Buy
5,702
+693
+14% +$111K 0.16% 134
2023
Q1 		$857K Buy
5,009
+304
+6% +$48.5K 0.21% 124
2022
Q4 		$605K Buy
4,705
+1,288
+38% +$205K 0.16% 137
2022
Q3 		$719K Buy
3,417
+603
+21% +$141K 0.22% 94
2022
Q2 		$527K Buy
2,814
+2,134
+314% +$456K 0.15% 139
2022
Q1 		$200K Sell
680
-1,223
-64% -$365K 0.06% 196
2021
Q4 		$726K Buy
1,903
+409
+27% +$164K 0.15% 133
2021
Q3 		$585K Buy
+1,494
New +$499K 0.13% 143

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return