Avantax Advisory Services’s Atlassian TEAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$945K Buy
4,653
+292
+7% +$60.8K 0.01% 1204
2025
Q1
$926K Buy
4,361
+1,401
+47% +$370K 0.01% 1135
2024
Q4
$721K Buy
2,960
+23
+0.8% +$5.27K ﹤0.01% 1224
2024
Q3
$466K Sell
2,937
-12,472
-81% -$2.05M ﹤0.01% 1454
2024
Q2
$2.73M Buy
+15,409
New +$2.75M 0.02% 556
2020
Q3
Sell
-1,345
Closed -$243K 1393
2020
Q2
$243K Buy
+1,345
New +$223K 0.01% 716

Other funds holding TEAM

Avantax Advisory Services's TEAM Position: Q2 2025 in Review

Avantax Advisory Services increased its Atlassian (TEAM) stake by 6.7% in Q2 2025, buying an estimated $60.8K and bringing the position to 4,653 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #1204.

Avantax Advisory Services first reported a position in TEAM in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.73M in Q2 2024. 816 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Avantax Advisory Services held 4,653 shares of Atlassian worth $945K as of Q2 2025.
  • Avantax Advisory Services bought 292 Atlassian shares in Q2 2025, an estimated $60.8K.
  • Atlassian made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1204 holding.
  • Avantax Advisory Services first reported a position in Atlassian in Q2 2020 and has held it in 6 quarters since.
  • Avantax Advisory Services's Atlassian position peaked at $2.73M in Q2 2024.
  • 816 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.