CWP
TEAM icon

Cyndeo Wealth Partners’s Atlassian TEAM Stock Holding History

Cyndeo Wealth Partners’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
-2,979
Closed -$632K – 491
2025
Q1 		$632K Buy
+2,979
New +$786K 0.04% 268

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $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
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 $298B AUM 21.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Cyndeo Wealth Partners's TEAM Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Atlassian (TEAM) in Q2 2025, closing a stake of 2,979 shares — an estimated $632K sold.

Cyndeo Wealth Partners first reported a position in TEAM in Q1 2025 and held it in 1 quarter. The position peaked at $632K in Q1 2025. 815 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining Atlassian position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,979 Atlassian shares in Q2 2025, an estimated $632K.
  • Cyndeo Wealth Partners first reported a position in Atlassian in Q1 2025 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Atlassian position peaked at $632K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.