PWMG
TEAM icon

Private Wealth Management Group’s Atlassian TEAM Stock Holding History

Private Wealth Management Group’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 		$13.7K Buy
200
+111
+125% +$10.9K ﹤0.01% 438
2025
Q4 		$14.4K Buy
89
+28
+46% +$4.39K ﹤0.01% 404
2025
Q3 		$9.74K Sell
61
-8
-12% -$1.45K ﹤0.01% 515
2025
Q2 		$14K Sell
69
-12
-15% -$2.5K ﹤0.01% 393
2025
Q1 		$17.2K Buy
81
+41
+103% +$10.8K 0.01% 331
2024
Q4 		$9.74K Hold
40
– – ﹤0.01% 481
2024
Q3 		$6.35K Sell
40
-10
-20% -$1.65K ﹤0.01% 632
2024
Q2 		$8.84K Buy
50
+3
+6% +$536 ﹤0.01% 481
2024
Q1 		$9.17K Buy
47
+23
+96% +$5.01K ﹤0.01% 429
2023
Q4 		$5.71K Buy
+24
New +$4.71K ﹤0.01% 582

Other funds holding TEAM

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return