AWM
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Avior Wealth Management’s Atlassian TEAM Stock Holding History

Avior Wealth Management’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
-507
Closed -$123K – 2167
2024
Q4 		$123K Buy
507
+203
+67% +$46.5K ﹤0.01% 836
2024
Q3 		$48.3K Sell
304
-200
-40% -$32.9K ﹤0.01% 1125
2024
Q2 		$89.1K Sell
504
-131
-21% -$23.4K ﹤0.01% 899
2024
Q1 		$124K Buy
+635
New +$138K 0.01% 877

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 $3.38T AUM 44.17% 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

Avior Wealth Management's TEAM Position: Q1 2025 in Review

Avior Wealth Management sold out of Atlassian (TEAM) in Q1 2025, closing a stake of 507 shares — an estimated $123K sold.

Avior Wealth Management first reported a position in TEAM in Q1 2024 and held it in 4 quarters. The position peaked at $124K in Q1 2024. 860 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

  • Avior Wealth Management reported no remaining Atlassian position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 507 Atlassian shares in Q1 2025, an estimated $123K.
  • Avior Wealth Management first reported a position in Atlassian in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Atlassian position peaked at $124K in Q1 2024.
  • 860 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.