Ellevest Inc’s Atlassian TEAM Stock Holding History

Ellevest Inc’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	-943	Closed	-$200K	–	435
2025 Q1	$200K	Buy	+943	New	+$249K	0.01%	376
2023 Q2	–	Sell	-1,024	Closed	-$175K	–	1494
2023 Q1	$175K	Buy	1,024 +112	+12%	+$17.9K	0.01%	338
2022 Q4	$117K	Sell	912 -856	-48%	-$136K	0.01%	405
2022 Q3	$372K	Buy	1,768 +505	+40%	+$118K	0.04%	138
2022 Q2	$237K	Buy	1,263 +234	+23%	+$50K	0.02%	249
2022 Q1	$302K	Buy	1,029 +238	+30%	+$71.1K	0.03%	238
2021 Q4	$302K	Sell	791 -132	-14%	-$53K	0.03%	213
2021 Q3	$361K	Buy	923 +866	+1,519%	+$289K	0.04%	153
2021 Q2	$15K	Buy	57 +36	+171%	+$8.43K	﹤0.01%	697
2021 Q1	$4K	Sell	21 -6	-22%	-$1.4K	﹤0.01%	964
2020 Q4	$6K	Sell	27 -6	-18%	-$1.27K	﹤0.01%	821
2020 Q3	$6K	Buy	33 +12	+57%	+$2.14K	﹤0.01%	745
2020 Q2	$4K	Hold	21	–	–	﹤0.01%	794
2020 Q1	$3K	Buy	+21	New	+$2.94K	﹤0.01%	725

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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

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