Bogart Wealth LLC’s Atlassian TEAM Stock Holding History

Bogart Wealth LLC’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	$35.5K	Buy	520 +303	+140%	+$29.9K	﹤0.01%	585
2025 Q4	$35.2K	Buy	217 +94	+76%	+$14.8K	﹤0.01%	560
2025 Q3	$19.6K	Buy	123 +103	+515%	+$18.6K	﹤0.01%	669
2025 Q2	$4.06K	Sell	20 -1	-5%	-$208	﹤0.01%	981
2025 Q1	$4.46K	Buy	21 +4	+24%	+$1.05K	﹤0.01%	920
2024 Q4	$4.14K	Hold	17	–	–	﹤0.01%	929
2024 Q3	$2.7K	Hold	17	–	–	﹤0.01%	930
2024 Q2	$3.01K	Sell	17 -5	-23%	-$894	﹤0.01%	877
2024 Q1	$4.29K	Hold	22	–	–	﹤0.01%	794
2023 Q4	$5.23K	Hold	22	–	–	﹤0.01%	738
2023 Q3	$4.43K	Hold	22	–	–	﹤0.01%	738
2023 Q2	$3.69K	Sell	22 -9	-29%	-$1.44K	﹤0.01%	782
2023 Q1	$5.31K	Buy	31 +6	+24%	+$957	﹤0.01%	699
2022 Q4	$3.22K	Buy	25 +3	+14%	+$478	﹤0.01%	738
2022 Q3	$5K	Hold	22	–	–	﹤0.01%	701
2022 Q2	$4K	Buy	22 +17	+340%	+$3.63K	﹤0.01%	699
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	762
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	673
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	650
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	656
2021 Q1	$1K	Buy	+5	New	+$1.16K	﹤0.01%	609

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