Napa Wealth Management’s Atlassian TEAM Stock Holding History

Napa Wealth 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
2025 Q1	–	Sell	-5,747	Closed	-$1.4M	–	209
2024 Q4	$1.4M	Buy	+5,747	New	+$1.32M	0.6%	39

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Napa Wealth Management's TEAM Position: Q1 2025 in Review

Napa Wealth Management sold out of Atlassian (TEAM) in Q1 2025, closing a stake of 5,747 shares — an estimated $1.4M sold.

Napa Wealth Management first reported a position in TEAM in Q4 2024 and held it in 1 quarter. The position peaked at $1.4M in Q4 2024. 860 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

Napa Wealth Management reported no remaining Atlassian position as of Q1 2025 after selling out during the quarter.
Napa Wealth Management sold 5,747 Atlassian shares in Q1 2025, an estimated $1.4M.
Napa Wealth Management first reported a position in Atlassian in Q4 2024 and held it in 1 quarter.
Napa Wealth Management's Atlassian position peaked at $1.4M in Q4 2024.
860 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.