TCWM
TEAM icon

Total Clarity Wealth Management’s Atlassian TEAM Stock Holding History

Total Clarity 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
-921
Closed -$224K – 333
2025
Q1 		$224K Hold
921
– – 0.07% 233
2024
Q4 		$224K Buy
+921
New +$211K 0.07% 233
2024
Q1 		– Sell
-995
Closed -$237K – 291
2023
Q4 		$237K Sell
995
-20
-2% -$3.93K 0.1% 205
2023
Q3 		$205K Buy
+1,015
New +$193K 0.1% 207
2022
Q4 		– Sell
-1,156
Closed -$243K – 265
2022
Q3 		$243K Hold
1,156
– – 0.15% 178
2022
Q2 		$217K Buy
1,156
+5
+0.4% +$1.07K 0.11% 184
2022
Q1 		$338K Hold
1,151
– – 0.19% 149
2021
Q4 		$439K Buy
1,151
+25
+2% +$10K 0.2% 114
2021
Q3 		$441K Hold
1,126
– – 0.21% 120
2021
Q2 		$289K Hold
1,126
– – 0.16% 162
2021
Q1 		$237K Hold
1,126
– – 0.14% 158
2020
Q4 		$263K Hold
1,126
– – 0.18% 126
2020
Q3 		$205K Sell
1,126
-1,165
-51% -$208K 0.18% 122
2020
Q2 		$413K Sell
2,291
-10
-0.4% -$1.66K 0.38% 72
2020
Q1 		$316K Buy
2,301
+51
+2% +$7.13K 0.49% 67
2019
Q4 		$271K Buy
+2,250
New +$274K 0.2% 101

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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