Spire Wealth Management’s Atlassian TEAM Stock Holding History

Spire 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 Q2	–	Sell	-13	Closed	-$2.76K	–	2559
2025 Q1	$2.76K	Sell	13 -12	-48%	-$3.17K	﹤0.01%	2208
2024 Q4	$6.08K	Buy	+25	New	+$5.72K	﹤0.01%	1994
2022 Q4	–	Sell	-29	Closed	-$6K	–	2401
2022 Q3	$6K	Sell	29 -46	-61%	-$10.7K	﹤0.01%	1714
2022 Q2	$14K	Buy	75 +66	+733%	+$14.1K	﹤0.01%	1811
2022 Q1	$14K	Sell	9 -2,890	-100%	-$863K	﹤0.01%	1926
2021 Q4	$1.1M	Buy	2,899 +1,116	+63%	+$448K	0.02%	443
2021 Q3	$698K	Buy	1,783 +15	+0.8%	+$5.01K	0.02%	499
2021 Q2	$454K	Sell	1,768 -980	-36%	-$229K	0.01%	639
2021 Q1	$582K	Buy	+2,748	New	+$639K	0.02%	616

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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

Sands Capital Management

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