9258 Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

9258 Wealth Management’s Portfolio WORK Stock Details WORK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,700	Closed	-$341K	–	361
2021 Q2	$341K	Hold	7,700	–	–	0.09%	237
2021 Q1	$313K	Sell	7,700 -271	-3%	-$11.3K	0.09%	240
2020 Q4	$337K	Sell	7,971 -4,224	-35%	-$143K	0.11%	206
2020 Q3	$312K	Buy	+12,195	New	+$359K	0.12%	195

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

9258 Wealth Management's WORK Position: Q3 2021 in Review

9258 Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 7,700 shares — an estimated $341K sold.

9258 Wealth Management first reported a position in WORK in Q3 2020 and held it in 4 quarters. The position peaked at $341K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

9258 Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
9258 Wealth Management sold 7,700 Slack Technologies, Inc. shares in Q3 2021, an estimated $341K.
9258 Wealth Management first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 4 quarters.
9258 Wealth Management's Slack Technologies, Inc. position peaked at $341K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on 9258 Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.