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CPG
Cornerstone Planning Group’s
Atlassian
TEAM
Stock Holding History
Cornerstone Planning Group’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
$2.77K
Sell
30
-12
-29%
-$1.18K
﹤0.01%
1227
2025
Q4
$5.66K
Sell
42
-2
-5%
-$314
﹤0.01%
957
2025
Q3
$7.07K
Sell
44
-1
-2%
-$181
﹤0.01%
856
2025
Q2
$8.35K
Sell
45
-34
-43%
-$7.08K
﹤0.01%
600
2025
Q1
$16.5K
Buy
79
+37
+88%
+$9.76K
﹤0.01%
452
2024
Q4
$11.3K
Hold
42
–
–
﹤0.01%
406
2024
Q3
$8.05K
Sell
42
-25
-37%
-$4.11K
﹤0.01%
463
2024
Q2
$9.57K
Sell
67
-8
-11%
-$1.43K
﹤0.01%
445
2024
Q1
$13.8K
Sell
75
-30
-29%
-$6.54K
﹤0.01%
349
2023
Q4
$25K
Buy
105
+25
+31%
+$4.91K
0.01%
287
2023
Q3
$16.1K
Sell
80
-22
-22%
-$4.18K
0.01%
341
2023
Q2
$17.1K
Buy
+102
New
+$16.3K
0.01%
466
2022
Q4
$19.1K
Buy
+128
New
+$20.4K
0.01%
450
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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