Beacon Pointe Advisors’s Atlassian TEAM Stock Holding History

Beacon Pointe 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
2026 Q1	$334K	Buy	4,893 +801	+20%	+$78.9K	﹤0.01%	1489
2025 Q4	$663K	Sell	4,092 -263	-6%	-$41.3K	﹤0.01%	979
2025 Q3	$695K	Sell	4,355 -445	-9%	-$80.5K	0.01%	896
2025 Q2	$975K	Sell	4,800 -54	-1%	-$11.2K	0.01%	684
2025 Q1	$1.03M	Buy	4,854 +269	+6%	+$71K	0.01%	629
2024 Q4	$1.12M	Sell	4,585 -586	-11%	-$134K	0.01%	603
2024 Q3	$821K	Sell	5,171 -1,115	-18%	-$183K	0.01%	691
2024 Q2	$1.11M	Buy	6,286 +233	+4%	+$41.6K	0.01%	610
2024 Q1	$1.18M	Sell	6,053 -780	-11%	-$170K	0.01%	641
2023 Q4	$1.63M	Sell	6,833 -90	-1%	-$17.7K	0.02%	531
2023 Q3	$1.4M	Buy	6,923 +3,377	+95%	+$641K	0.02%	542
2023 Q2	$595K	Sell	3,546 -3,772	-52%	-$604K	0.01%	665
2023 Q1	$1.25M	Buy	7,318 +2,963	+68%	+$473K	0.02%	488
2022 Q4	$560K	Buy	+4,355	New	+$693K	0.01%	648
2022 Q3	–	Sell	-3,756	Closed	-$703K	–	1057
2022 Q2	$703K	Sell	3,756 -5,645	-60%	-$1.21M	0.01%	558
2022 Q1	$2.76M	Buy	9,401 +7,621	+428%	+$2.28M	0.04%	379
2021 Q4	$679K	Sell	1,780 -16,537	-90%	-$6.64M	0.02%	470
2021 Q3	$7.17M	Buy	18,317 +15,576	+568%	+$5.2M	0.18%	134
2021 Q2	$704K	Buy	+2,741	New	+$642K	0.02%	400

Other funds holding TEAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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