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Arete Wealth Advisors’s Atlassian TEAM Stock Holding History

Arete Wealth 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
2025
Q1 		– Sell
-1,694
Closed -$412K – 806
2024
Q4 		$412K Sell
1,694
-2
-0.1% -$458 0.03% 466
2024
Q3 		$269K Buy
+1,696
New +$279K 0.02% 552
2021
Q4 		– Sell
-532
Closed -$208K – 528
2021
Q3 		$208K Buy
+532
New +$178K 0.02% 391

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Arete Wealth Advisors's TEAM Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Atlassian (TEAM) in Q1 2025, closing a stake of 1,694 shares — an estimated $412K sold.

Arete Wealth Advisors first reported a position in TEAM in Q3 2021 and held it in 3 quarters. The position peaked at $412K in Q4 2024. 860 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Atlassian position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,694 Atlassian shares in Q1 2025, an estimated $412K.
  • Arete Wealth Advisors first reported a position in Atlassian in Q3 2021 and held it in 3 quarters.
  • Arete Wealth Advisors's Atlassian position peaked at $412K in Q4 2024.
  • 860 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.