EW
TEAM icon

Evoke Wealth’s Atlassian TEAM Stock Holding History

Evoke Wealth’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 		– Sell
-5,524
Closed -$896K – 757
2025
Q4 		$896K Buy
+5,524
New +$867K 0.02% 289
2025
Q3 		– Sell
-1,839
Closed -$373K – 685
2025
Q2 		$373K Buy
+1,839
New +$383K 0.01% 406
2022
Q4 		– Sell
-400
Closed -$84K – 1058
2022
Q3 		$84K Sell
400
-137
-26% -$32K ﹤0.01% 439
2022
Q2 		$101K Sell
537
-314
-37% -$67K ﹤0.01% 412
2022
Q1 		$250K Sell
851
-83
-9% -$24.8K 0.01% 310
2021
Q4 		$356K Buy
934
+25
+3% +$10K 0.01% 281
2021
Q3 		$355K Sell
909
-30
-3% -$10K 0.01% 263
2021
Q2 		$241K Buy
939
+221
+31% +$51.7K 0.01% 321
2021
Q1 		$151K Buy
+718
New +$167K 0.01% 339

Other funds holding TEAM

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return