Personal CFO Solutions’s Atlassian TEAM Stock Holding History

Personal CFO Solutions’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	-2,749	Closed	-$558K	–	523
2025 Q2	$558K	Sell	2,749 -37	-1%	-$7.71K	0.1%	197
2025 Q1	$591K	Sell	2,786 -666	-19%	-$176K	0.12%	186
2024 Q4	$840K	Sell	3,452 -79	-2%	-$18.1K	0.17%	121
2024 Q3	$561K	Sell	3,531 -1,969	-36%	-$324K	0.08%	236
2024 Q2	$973K	Sell	5,500 -649	-11%	-$116K	0.15%	133
2024 Q1	$1.2M	Buy	6,149 +302	+5%	+$65.9K	0.19%	104
2023 Q4	$1.39M	Sell	5,847 -289	-5%	-$56.7K	0.24%	80
2023 Q3	$1.24M	Buy	6,136 +59	+1%	+$11.2K	0.24%	83
2023 Q2	$1.02M	Buy	6,077 +113	+2%	+$18.1K	0.21%	95
2023 Q1	$1.02M	Buy	5,964 +207	+4%	+$33K	0.21%	90
2022 Q4	$741K	Buy	+5,757	New	+$916K	0.16%	129
2022 Q3	–	Sell	-2,418	Closed	-$453K	–	463
2022 Q2	$453K	Buy	2,418 +450	+23%	+$96.1K	0.11%	172
2022 Q1	$578K	Buy	1,968 +338	+21%	+$101K	0.11%	168
2021 Q4	$622K	Sell	1,630 -515	-24%	-$207K	0.12%	167
2021 Q3	$840K	Buy	+2,145	New	+$716K	0.17%	124

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