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KPWS
Kestra Private Wealth Services’s
Atlassian
TEAM
Stock Holding History
Kestra Private Wealth Services’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
$246K
Sell
3,601
-366
-9%
-$36.1K
﹤0.01%
1545
2025
Q4
$643K
Sell
3,967
-956
-19%
-$150K
0.01%
1024
2025
Q3
$786K
Sell
4,923
-694
-12%
-$126K
0.01%
890
2025
Q2
$1.14M
Sell
5,617
-482
-8%
-$100K
0.02%
691
2025
Q1
$1.29M
Buy
6,099
+1,340
+28%
+$354K
0.02%
589
2024
Q4
$1.16M
Sell
4,759
-17
-0.4%
-$3.89K
0.02%
597
2024
Q3
$758K
Buy
4,776
+23
+0.5%
+$3.78K
0.01%
711
2024
Q2
$841K
Buy
+4,753
New
+$849K
0.02%
635
2023
Q3
–
Sell
-1,423
Closed
-$239K
–
1212
2023
Q2
$239K
Buy
1,423
+231
+19%
+$37K
0.01%
900
2023
Q1
$204K
Buy
+1,192
New
+$190K
0.01%
920
2022
Q4
–
Sell
-2,118
Closed
-$446K
–
986
2022
Q3
$446K
Buy
2,118
+243
+13%
+$56.8K
0.03%
524
2022
Q2
$351K
Buy
1,875
+893
+91%
+$191K
0.02%
616
2022
Q1
$289K
Buy
982
+39
+4%
+$11.7K
0.01%
760
2021
Q4
$360K
Buy
943
+10
+1%
+$4.02K
0.02%
700
2021
Q3
$365K
Buy
+933
New
+$312K
0.02%
635
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VCM
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$4.04T AUM
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1-Year Est. Return
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1-Year Est. Return
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$218B AUM
29.41%
1-Year Est. Return
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$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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