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LWAM
Legacy Wealth Asset Management’s
Atlassian
TEAM
Stock Holding History
Legacy Wealth Asset Management’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
-3,145
Closed
-$510K
–
397
2025
Q4
$510K
Buy
3,145
+37
+1%
+$5.81K
0.13%
255
2025
Q3
$496K
Buy
3,108
+60
+2%
+$10.9K
0.12%
260
2025
Q2
$619K
Buy
3,048
+50
+2%
+$10.4K
0.16%
206
2025
Q1
$636K
Sell
2,998
-169
-5%
-$44.6K
0.18%
190
2024
Q4
$771K
Sell
3,167
-261
-8%
-$59.8K
0.21%
130
2024
Q3
$544K
Buy
3,428
+70
+2%
+$11.5K
0.15%
228
2024
Q2
$594K
Buy
3,358
+4
+0.1%
+$715
0.17%
193
2024
Q1
$654K
Buy
3,354
+259
+8%
+$56.5K
0.18%
165
2023
Q4
$736K
Buy
3,095
+43
+1%
+$8.44K
0.24%
128
2023
Q3
$615K
Sell
3,052
-7,204
-70%
-$1.37M
0.23%
148
2023
Q2
$1.72M
Buy
10,256
+12
+0.1%
+$1.92K
0.6%
38
2023
Q1
$1.75M
Buy
10,244
+50
+0.5%
+$7.98K
0.63%
32
2022
Q4
$1.31M
Buy
+10,194
New
+$1.62M
0.5%
53
2022
Q3
–
Sell
-3,095
Closed
-$580K
–
363
2022
Q2
$580K
Buy
3,095
+54
+2%
+$11.5K
0.24%
154
2022
Q1
$894K
Buy
3,041
+477
+19%
+$142K
0.32%
125
2021
Q4
$978K
Buy
2,564
+983
+62%
+$395K
0.33%
114
2021
Q3
$619K
Buy
+1,581
New
+$528K
0.28%
140
Other funds holding TEAM
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$5.7T AUM
30.48%
1-Year Est. Return
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$97.9B AUM
20.73%
1-Year Est. Return
VPM
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$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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