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Mount Yale Investment Advisors’s Atlassian TEAM Stock Holding History

Mount Yale Investment 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
-4,437
Closed -$901K – 1507
2025
Q2 		$901K Sell
4,437
-31
-0.7% -$6.46K 0.07% 225
2025
Q1 		$948K Sell
4,468
-2,118
-32% -$559K 0.08% 203
2024
Q4 		$1.6M Sell
6,586
-324
-5% -$74.2K 0.13% 144
2024
Q3 		$1.1M Sell
6,910
-5,653
-45% -$930K 0.11% 182
2024
Q2 		$2.22M Sell
12,563
-4,307
-26% -$770K 0.18% 113
2024
Q1 		$3.29M Sell
16,870
-476
-3% -$104K 0.25% 85
2023
Q4 		$4.13M Buy
17,346
+2,714
+19% +$533K 0.39% 58
2023
Q3 		$2.95M Sell
14,632
-304
-2% -$57.7K 0.32% 71
2023
Q2 		$2.51M Buy
14,936
+8
+0.1% +$1.28K 0.27% 88
2023
Q1 		$2.56M Buy
14,928
+10,765
+259% +$1.72M 0.29% 84
2022
Q4 		$536K Sell
4,163
-7,061
-63% -$1.12M 0.06% 273
2022
Q3 		$2.36M Buy
11,224
+3,266
+41% +$763K 0.31% 76
2022
Q2 		$1.49M Sell
7,958
-1,687
-17% -$360K 0.19% 122
2022
Q1 		$2.83M Sell
9,645
-140
-1% -$41.8K 0.31% 71
2021
Q4 		$3.73M Sell
9,785
-2,645
-21% -$1.06M 0.39% 62
2021
Q3 		$4.87M Buy
12,430
+5,865
+89% +$1.96M 0.56% 45
2021
Q2 		$1.69M Sell
6,565
-20
-0.3% -$4.68K 0.2% 106
2021
Q1 		$1.39M Sell
6,585
-380
-5% -$88.4K 0.18% 117
2020
Q4 		$1.63M Sell
6,965
-190
-3% -$40.2K 0.23% 101
2020
Q3 		$1.3M Buy
7,155
+4,540
+174% +$810K 0.19% 116
2020
Q2 		$471K Buy
+2,615
New +$434K 0.08% 234

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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 $35.7B AUM 27.58% 1-Year Est. Return

Mount Yale Investment Advisors's TEAM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 4,437 shares — an estimated $901K sold.

Mount Yale Investment Advisors first reported a position in TEAM in Q2 2020 and held it in 21 quarters. The position peaked at $4.87M in Q3 2021. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,437 Atlassian shares in Q3 2025, an estimated $901K.
  • Mount Yale Investment Advisors first reported a position in Atlassian in Q2 2020 and held it in 21 quarters.
  • Mount Yale Investment Advisors's Atlassian position peaked at $4.87M in Q3 2021.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.