Atria Wealth Solutions’s Atlassian TEAM Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-977	Closed	-$207K	–	1887
2025 Q1	$207K	Sell	977 -19,137	-95%	-$5.05M	﹤0.01%	1700
2024 Q4	$4.9M	Buy	+20,114	New	+$4.61M	0.05%	356
2024 Q3	–	Sell	-3,654	Closed	-$646K	–	2045
2024 Q2	$646K	Buy	3,654 +1,678	+85%	+$300K	0.01%	1105
2024 Q1	$386K	Buy	1,976 +91	+5%	+$19.8K	﹤0.01%	1388
2023 Q4	$448K	Buy	1,885 +59	+3%	+$11.6K	0.01%	1274
2023 Q3	$368K	Sell	1,826 -174	-9%	-$33K	0.01%	1290
2023 Q2	$336K	Sell	2,000 -13	-0.6%	-$2.08K	﹤0.01%	1369
2023 Q1	$345K	Sell	2,013 -118	-6%	-$18.8K	0.01%	1334
2022 Q4	$274K	Buy	2,131 +358	+20%	+$57K	﹤0.01%	1414
2022 Q3	$373K	Sell	1,773 -914	-34%	-$213K	0.01%	1179
2022 Q2	$504K	Sell	2,687 -1,705	-39%	-$364K	0.01%	968
2022 Q1	$1.29M	Buy	+4,392	New	+$1.31M	0.02%	623

Other funds holding TEAM

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

Capital International Investors

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

WCM Investment Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sands Capital Management

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