Sheaff Brock Investment Advisors’s Atlassian TEAM Stock Holding History

Sheaff Brock Investment 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 Q1	$223K	Hold	1,050	–	–	0.02%	382
2024 Q4	$256K	Buy	+1,050	New	+$240K	0.02%	364
2024 Q3	–	Sell	-1,283	Closed	-$227K	–	480
2024 Q2	$227K	Hold	1,283	–	–	0.02%	370
2024 Q1	$250K	Hold	1,283	–	–	0.02%	394
2023 Q4	$305K	Buy	1,283 +150	+13%	+$29.4K	0.02%	337
2023 Q3	$228K	Buy	+1,133	New	+$215K	0.02%	380
2022 Q4	–	Sell	-1,133	Closed	-$239K	–	531
2022 Q3	$239K	Hold	1,133	–	–	0.03%	379
2022 Q2	$212K	Buy	1,133 +100	+10%	+$21.3K	0.02%	405
2022 Q1	$304K	Hold	1,033	–	–	0.02%	372
2021 Q4	$394K	Sell	1,033 -1	-0.1%	-$402	0.03%	320
2021 Q3	$405K	Buy	1,034 +5	+0.5%	+$1.67K	0.03%	309
2021 Q2	$264K	Buy	1,029 +29	+3%	+$6.79K	0.02%	395
2021 Q1	$211K	Hold	1,000	–	–	0.02%	430
2020 Q4	$234K	Buy	+1,000	New	+$211K	0.02%	391

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 $1.56T AUM 27.86% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Sheaff Brock Investment Advisors's TEAM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Atlassian (TEAM) position steady in Q1 2025 at 1,050 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #382.

Sheaff Brock Investment Advisors first reported a position in TEAM in Q4 2020 and has held it in 14 quarters since. The position peaked at $405K in Q3 2021. 860 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

Sheaff Brock Investment Advisors held 1,050 shares of Atlassian worth $223K as of Q1 2025.
Sheaff Brock Investment Advisors left its Atlassian share count unchanged in Q1 2025.
Atlassian made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #382 holding.
Sheaff Brock Investment Advisors first reported a position in Atlassian in Q4 2020 and has held it in 14 quarters since.
Sheaff Brock Investment Advisors's Atlassian position peaked at $405K in Q3 2021.
860 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.