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Kingswood Wealth Advisors’s Atlassian TEAM Stock Holding History

Kingswood 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
2025
Q3 		– Sell
-1,789
Closed -$363K – 842
2025
Q2 		$363K Buy
1,789
+600
+50% +$125K 0.03% 509
2025
Q1 		$252K Buy
+1,189
New +$314K 0.02% 605
2024
Q1 		– Sell
-1,148
Closed -$273K – 694
2023
Q4 		$273K Sell
1,148
-1,506
-57% -$296K 0.03% 508
2023
Q3 		$535K Buy
+2,654
New +$504K 0.09% 234

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $94.8B AUM 24.11% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Kingswood Wealth Advisors's TEAM Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 1,789 shares — an estimated $363K sold.

Kingswood Wealth Advisors first reported a position in TEAM in Q3 2023 and held it in 4 quarters. The position peaked at $535K in Q3 2023. 760 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,789 Atlassian shares in Q3 2025, an estimated $363K.
  • Kingswood Wealth Advisors first reported a position in Atlassian in Q3 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Atlassian position peaked at $535K in Q3 2023.
  • 760 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.