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SWM
Segment Wealth Management’s
Atlassian
TEAM
Stock Holding History
Segment 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
Q3
–
Sell
-1,285
Closed
-$261K
–
296
2025
Q2
$261K
Sell
1,285
-65
-5%
-$13.5K
0.02%
258
2025
Q1
$286K
Hold
1,350
–
–
0.02%
243
2024
Q4
$329K
Sell
1,350
-1,020
-43%
-$234K
0.02%
215
2024
Q3
$376K
Sell
2,370
-1,615
-41%
-$266K
0.03%
206
2024
Q2
$705K
Sell
3,985
-4,030
-50%
-$720K
0.05%
165
2024
Q1
$1.56M
Hold
8,015
–
–
0.12%
113
2023
Q4
$1.91M
Buy
8,015
+75
+0.9%
+$14.7K
0.17%
91
2023
Q3
$1.6M
Buy
+7,940
New
+$1.51M
0.16%
95
2022
Q2
–
Sell
-4,333
Closed
-$1.27M
–
259
2022
Q1
$1.27M
Buy
4,333
+178
+4%
+$53.2K
0.13%
104
2021
Q4
$1.58M
Buy
4,155
+90
+2%
+$36.2K
0.17%
99
2021
Q3
$1.59M
Hold
4,065
–
–
0.19%
95
2021
Q2
$1.04M
Hold
4,065
–
–
0.12%
111
2021
Q1
$857K
Buy
4,065
+361
+10%
+$84K
0.11%
117
2020
Q4
$866K
Buy
3,704
+50
+1%
+$10.6K
0.13%
114
2020
Q3
$664K
Buy
3,654
+2,170
+146%
+$387K
0.11%
116
2020
Q2
$268K
Buy
+1,484
New
+$246K
0.05%
173
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
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
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
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
DnB Asset Management
Oslo, Norway
$28B AUM
26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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