Dakota Wealth Management’s Atlassian TEAM Stock Holding History

Dakota 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	-1,736	Closed	-$353K	–	777
2025 Q2	$353K	Sell	1,736 -38	-2%	-$7.91K	0.01%	580
2025 Q1	$376K	Sell	1,774 -431	-20%	-$114K	0.01%	571
2024 Q4	$537K	Sell	2,205 -58	-3%	-$13.3K	0.01%	495
2024 Q3	$359K	Sell	2,263 -4,671	-67%	-$768K	0.01%	559
2024 Q2	$1.23M	Sell	6,934 -163	-2%	-$29.1K	0.03%	332
2024 Q1	$1.38M	Buy	7,097 +930	+15%	+$203K	0.03%	311
2023 Q4	$1.47M	Sell	6,167 -22	-0.4%	-$4.32K	0.06%	255
2023 Q3	$1.25M	Sell	6,189 -193	-3%	-$36.6K	0.06%	258
2023 Q2	$1.07M	Sell	6,382 -99	-2%	-$15.9K	0.05%	250
2023 Q1	$1.11M	Buy	6,481 +331	+5%	+$52.8K	0.07%	216
2022 Q4	$791K	Sell	6,150 -100	-2%	-$15.9K	0.06%	258
2022 Q3	$1.32M	Buy	6,250 +3,403	+120%	+$795K	0.11%	189
2022 Q2	$534K	Buy	+2,847	New	+$608K	0.05%	271

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