Circle Wealth Management’s Atlassian TEAM Stock Holding History

Circle 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 Q3	–	Sell	-5,481	Closed	-$1.11M	–	245
2025 Q2	$1.11M	Sell	5,481 -1,755	-24%	-$365K	0.02%	108
2025 Q1	$1.54M	Buy	7,236 +671	+10%	+$177K	0.04%	92
2024 Q4	$1.6M	Buy	6,565 +1,863	+40%	+$427K	0.03%	85
2024 Q3	$747K	Buy	4,702 +2,447	+109%	+$402K	0.02%	140
2024 Q2	$399K	Buy	+2,255	New	+$403K	0.01%	179
2021 Q1	–	Sell	-2,144	Closed	-$501K	–	214
2020 Q4	$501K	Hold	2,144	–	–	0.07%	144
2020 Q3	$390K	Hold	2,144	–	–	0.07%	133
2020 Q2	$386K	Buy	2,144 +72	+3%	+$12K	0.07%	133
2020 Q1	$284K	Buy	2,072 +72	+4%	+$10.1K	0.06%	148
2019 Q4	$241K	Hold	2,000	–	–	0.04%	160
2019 Q3	$251K	Hold	2,000	–	–	0.05%	142
2019 Q2	$262K	Sell	2,000 -1,225	-38%	-$148K	0.06%	132
2019 Q1	$362K	Buy	+3,225	New	+$330K	0.08%	113

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management

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

DnB Asset Management

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