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CGPCS
Capital Group Private Client Services’s
Atlassian
TEAM
Stock Holding History
Capital Group Private Client Services’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
–
Sell
-21,930
Closed
-$3.56M
–
283
2025
Q4
$3.56M
Sell
21,930
-2,008
-8%
-$315K
0.06%
147
2025
Q3
$3.82M
Sell
23,938
-158,744
-87%
-$28.7M
0.06%
142
2025
Q2
$37.1M
Sell
182,682
-3,926
-2%
-$818K
0.32%
75
2025
Q1
$39.6M
Sell
186,608
-72,799
-28%
-$19.2M
0.39%
69
2024
Q4
$63.1M
Sell
259,407
-2,029
-0.8%
-$465K
0.58%
45
2024
Q3
$41.5M
Buy
261,436
+182,772
+232%
+$30.1M
0.4%
66
2024
Q2
$13.9M
Sell
78,664
-2,702
-3%
-$483K
0.14%
130
2024
Q1
$15.9M
Sell
81,366
-2,037
-2%
-$444K
0.16%
126
2023
Q4
$19.8M
Buy
83,403
+39,987
+92%
+$7.85M
0.21%
113
2023
Q3
$8.75M
Sell
43,416
-500
-1%
-$94.9K
0.11%
138
2023
Q2
$7.37M
Sell
43,916
-7,601
-15%
-$1.22M
0.09%
137
2023
Q1
$8.82M
Buy
51,517
+43,067
+510%
+$6.87M
0.11%
134
2022
Q4
$1.09M
Sell
8,450
-14,658
-63%
-$2.33M
0.01%
195
2022
Q3
$4.87M
Sell
23,108
-2,383
-9%
-$557K
0.07%
152
2022
Q2
$4.78M
Sell
25,491
-3,333
-12%
-$712K
0.06%
157
2022
Q1
$8.47M
Buy
28,824
+806
+3%
+$241K
0.09%
146
2021
Q4
$10.7M
Sell
28,018
-278
-1%
-$112K
0.11%
129
2021
Q3
$11.1M
Buy
+28,296
New
+$9.45M
0.13%
128
Other funds holding TEAM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
DnB Asset Management
Oslo, Norway
$28B AUM
26%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
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
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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