Opal Wealth Advisors’s Atlassian TEAM Stock Holding History

Opal 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	-286	Closed	-$58.1K	–	501
2025 Q2	$58.1K	Sell	286 -9	-3%	-$1.87K	0.02%	353
2025 Q1	$62.6K	Buy	+295	New	+$77.8K	0.02%	331
2024 Q3	–	Sell	-1,313	Closed	-$232K	–	1056
2024 Q2	$232K	Sell	1,313 -70	-5%	-$12.5K	0.07%	155
2024 Q1	$270K	Buy	1,383 +140	+11%	+$30.5K	0.09%	133
2023 Q4	$296K	Buy	1,243 +78	+7%	+$15.3K	0.12%	130
2023 Q3	$235K	Buy	+1,165	New	+$221K	0.14%	127
2022 Q2	–	Sell	-757	Closed	-$222K	–	123
2022 Q1	$222K	Sell	757 -56	-7%	-$16.7K	0.19%	90
2021 Q4	$310K	Buy	813 +53	+7%	+$21.3K	0.2%	82
2021 Q3	$297K	Buy	+760	New	+$254K	0.29%	49

Other funds holding TEAM

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

BlackRock New York $5.7T 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 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 New York $127B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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