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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Atlassian TEAM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
Q3 		– Sell
-137
Closed -$27.9K – 574
2025
Q2 		$27.9K Sell
137
-28
-17% -$5.83K 0.01% 317
2025
Q1 		$35.1K Buy
165
+22
+15% +$5.8K 0.01% 295
2024
Q4 		$34.9K Buy
143
+138
+2,760% +$31.6K 0.01% 295
2024
Q3 		$794 Buy
+5
New +$822 ﹤0.01% 343

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TEAM Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 137 shares — an estimated $27.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TEAM in Q3 2024 and held it in 4 quarters. The position peaked at $35.1K in Q1 2025. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 137 Atlassian shares in Q3 2025, an estimated $27.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Atlassian in Q3 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Atlassian position peaked at $35.1K in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.