Sheets Smith Wealth Management’s Atlassian TEAM Stock Holding History

Sheets Smith 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 Q1	–	Sell	-2,902	Closed	-$706K	–	387
2024 Q4	$706K	Buy	+2,902	New	+$665K	0.09%	200
2024 Q2	–	Sell	-1,409	Closed	-$275K	–	403
2024 Q1	$275K	Buy	+1,409	New	+$307K	0.03%	327
2022 Q1	–	Sell	-1,365	Closed	-$520K	–	386
2021 Q4	$520K	Buy	1,365 +1	+0.1%	+$402	0.06%	226
2021 Q3	$534K	Hold	1,364	–	–	0.07%	211
2021 Q2	$350K	Hold	1,364	–	–	0.05%	277
2021 Q1	$287K	Hold	1,364	–	–	0.04%	277
2020 Q4	$319K	Buy	1,364 +102	+8%	+$21.6K	0.05%	267
2020 Q3	$229K	Buy	+1,262	New	+$225K	0.04%	268
2020 Q2	–	Sell	-3,102	Closed	-$426K	–	287
2020 Q1	$426K	Buy	+3,102	New	+$434K	0.09%	174
2019 Q4	–	Sell	-3,401	Closed	-$427K	–	326
2019 Q3	$427K	Sell	3,401 -134	-4%	-$18.2K	0.09%	213
2019 Q2	$463K	Sell	3,535 -32	-0.9%	-$3.85K	0.1%	220
2019 Q1	$401K	Buy	+3,567	New	+$364K	0.09%	230

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

WCM Investment Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Coatue Management

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