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Wealth Enhancement Advisory Services’s
Atlassian
TEAM
Stock Holding History
Wealth Enhancement Advisory Services’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
2026
Q1
$4.02M
Sell
64,797
-45,853
-41%
-$4.52M
0.01%
1005
2025
Q4
$17.6M
Buy
110,650
+84,778
+328%
+$13.3M
0.02%
513
2025
Q3
$3.88M
Buy
25,872
+5,007
+24%
+$906K
0.01%
1082
2025
Q2
$4.46M
Sell
20,865
-542
-3%
-$113K
0.01%
951
2025
Q1
$4.54M
Buy
21,407
+8,840
+70%
+$2.33M
0.01%
873
2024
Q4
$3.06M
Buy
12,567
+4,837
+63%
+$1.11M
0.01%
990
2024
Q3
$1.23M
Buy
7,730
+3,797
+97%
+$625K
﹤0.01%
1290
2024
Q2
$696K
Sell
3,933
-632
-14%
-$113K
﹤0.01%
1453
2024
Q1
$891K
Sell
4,565
-489
-10%
-$107K
﹤0.01%
1291
2023
Q4
$1.2M
Buy
5,054
+235
+5%
+$46.1K
﹤0.01%
1091
2023
Q3
$971K
Buy
+4,819
New
+$915K
﹤0.01%
1109
2022
Q3
–
Sell
-6,749
Closed
-$1.45M
–
381
2022
Q2
$1.45M
Sell
6,749
-2,669
-28%
-$570K
0.02%
224
2022
Q1
$2.98M
Buy
9,418
+564
+6%
+$168K
0.04%
166
2021
Q4
$2.78M
Buy
+8,854
New
+$3.56M
0.04%
150
2019
Q4
–
Sell
-6,849
Closed
-$873K
–
235
2019
Q3
$873K
Buy
+6,849
New
+$933K
0.04%
172
Other funds holding TEAM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
DnB Asset Management
Oslo, Norway
$28B AUM
26%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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