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IAA
Independent Advisor Alliance’s
Atlassian
TEAM
Stock Holding History
Independent Advisor Alliance’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
-2,141
Closed
-$347K
–
1658
2025
Q4
$347K
Sell
2,141
-1,727
-45%
-$271K
0.01%
754
2025
Q3
$618K
Sell
3,868
-218
-5%
-$39.4K
0.02%
562
2025
Q2
$830K
Sell
4,086
-88
-2%
-$18.3K
0.02%
450
2025
Q1
$886K
Sell
4,174
-186
-4%
-$49.1K
0.03%
395
2024
Q4
$1.06M
Buy
4,360
+1,370
+46%
+$314K
0.01%
714
2024
Q3
$475K
Sell
2,990
-65
-2%
-$10.7K
0.02%
469
2024
Q2
$540K
Buy
3,055
+561
+22%
+$100K
0.02%
443
2024
Q1
$487K
Hold
2,494
–
–
0.02%
463
2023
Q4
$593K
Sell
2,494
-197
-7%
-$38.7K
0.02%
406
2023
Q3
$542K
Buy
2,691
+104
+4%
+$19.7K
0.02%
397
2023
Q2
$434K
Buy
2,587
+120
+5%
+$19.2K
0.02%
454
2023
Q1
$422K
Buy
+2,467
New
+$394K
0.02%
455
2022
Q4
–
Sell
-2,794
Closed
-$588K
–
615
2022
Q3
$588K
Buy
2,794
+46
+2%
+$10.7K
0.03%
335
2022
Q2
$515K
Sell
2,748
-187
-6%
-$39.9K
0.03%
362
2022
Q1
$862K
Buy
2,935
+120
+4%
+$35.8K
0.04%
299
2021
Q4
$1.07M
Buy
2,815
+2,011
+250%
+$808K
0.05%
269
2021
Q3
$315K
Buy
+804
New
+$269K
0.02%
478
Other funds holding TEAM
BlackRock
New York
$5.7T 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
Two Sigma Investments
New York
$121B 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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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