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 $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 $1.81T AUM 41.13% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Sheets Smith Wealth Management's TEAM Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Atlassian (TEAM) in Q1 2025, closing a stake of 2,902 shares — an estimated $706K sold.

Sheets Smith Wealth Management first reported a position in TEAM in Q1 2019 and held it in 12 quarters. The position peaked at $706K in Q4 2024. 860 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

Sheets Smith Wealth Management reported no remaining Atlassian position as of Q1 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,902 Atlassian shares in Q1 2025, an estimated $706K.
Sheets Smith Wealth Management first reported a position in Atlassian in Q1 2019 and held it in 12 quarters.
Sheets Smith Wealth Management's Atlassian position peaked at $706K in Q4 2024.
860 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.