Exencial Wealth Advisors’s Atlassian TEAM Stock Holding History

Exencial Wealth Advisors’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	-1,710	Closed	-$277K	–	598
2025 Q4	$277K	Buy	+1,710	New	+$268K	0.01%	483
2022 Q1	–	Sell	-1,395	Closed	-$532K	–	496
2021 Q4	$532K	Sell	1,395 -70	-5%	-$28.1K	0.03%	302
2021 Q3	$573K	Buy	+1,465	New	+$489K	0.02%	232

Other funds holding TEAM

BlackRock New York $5.72T 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B 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

Exencial Wealth Advisors's TEAM Position: Q1 2026 in Review

Exencial Wealth Advisors sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 1,710 shares — an estimated $277K sold.

Exencial Wealth Advisors first reported a position in TEAM in Q3 2021 and held it in 3 quarters. The position peaked at $573K in Q3 2021. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Exencial Wealth Advisors reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
Exencial Wealth Advisors sold 1,710 Atlassian shares in Q1 2026, an estimated $277K.
Exencial Wealth Advisors first reported a position in Atlassian in Q3 2021 and held it in 3 quarters.
Exencial Wealth Advisors's Atlassian position peaked at $573K in Q3 2021.
650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.