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Carolinas Wealth Consulting’s Atlassian TEAM Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-22
Closed -$4.67K – 840
2025
Q1 		$4.67K Hold
22
– – ﹤0.01% 619
2024
Q4 		$5.36K Hold
22
– – ﹤0.01% 624
2024
Q3 		$3.49K Sell
22
-14
-39% -$2.3K ﹤0.01% 715
2024
Q2 		$6.31K Sell
36
-164
-82% -$29.3K ﹤0.01% 615
2024
Q1 		$38.9K Sell
200
-4
-2% -$872 0.01% 411
2023
Q4 		$48.6K Sell
204
-42
-17% -$8.25K 0.01% 341
2023
Q3 		$44.5K Sell
246
-34
-12% -$6.46K 0.01% 322
2023
Q2 		$47K Sell
280
-13
-4% -$2.08K 0.01% 354
2023
Q1 		$50.1K Buy
293
+273
+1,365% +$43.5K 0.01% 358
2022
Q4 		$2.57K Buy
+20
New +$3.18K ﹤0.01% 783
2022
Q3 		– Sell
-207
Closed -$39K – 940
2022
Q2 		$39K Buy
207
+22
+12% +$4.7K 0.01% 361
2022
Q1 		$54K Buy
185
+42
+29% +$12.5K 0.01% 343
2021
Q4 		$54K Sell
143
-45
-24% -$18.1K 0.01% 355
2021
Q3 		$73K Sell
188
-31
-14% -$10.4K 0.02% 285
2021
Q2 		$56K Sell
219
-18
-8% -$4.21K 0.01% 350
2021
Q1 		$50K Buy
237
+7
+3% +$1.63K 0.01% 362
2020
Q4 		$54K Sell
230
-53
-19% -$11.2K 0.01% 331
2020
Q3 		$51K Buy
+283
New +$50.5K 0.02% 281

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 $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Carolinas Wealth Consulting's TEAM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Atlassian (TEAM) in Q2 2025, closing a stake of 22 shares — an estimated $4.67K sold.

Carolinas Wealth Consulting first reported a position in TEAM in Q3 2020 and held it in 18 quarters. The position peaked at $73K in Q3 2021. 817 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Atlassian position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 22 Atlassian shares in Q2 2025, an estimated $4.67K.
  • Carolinas Wealth Consulting first reported a position in Atlassian in Q3 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's Atlassian position peaked at $73K in Q3 2021.
  • 817 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.