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Allegiance Financial Group Advisory Services’s Atlassian TEAM Stock Holding History

Allegiance Financial Group Advisory Services’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
2026
Q1 		– Sell
-4,457
Closed -$723K – 214
2025
Q4 		$723K Buy
4,457
+3,150
+241% +$494K 0.15% 56
2025
Q3 		$209K Buy
1,307
+81
+7% +$14.7K 0.05% 152
2025
Q2 		$249K Buy
1,226
+281
+30% +$58.5K 0.07% 127
2025
Q1 		$201K Buy
+945
New +$249K 0.06% 129

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VPM
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VCM
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Pictet Asset Management
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Two Sigma Investments
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Morgan Stanley
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AQR Capital Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return