AAM
WORK

Advisors Asset Management’s Slack Technologies, Inc. WORK Stock Holding History

Advisors Asset 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
-8,135
Closed -$360K – 1513
2021
Q2 		$360K Sell
8,135
-959
-11% -$41K 0.01% 1093
2021
Q1 		$369K Sell
9,094
-422
-4% -$17.7K 0.01% 1085
2020
Q4 		$402K Sell
9,516
-210
-2% -$7.1K 0.01% 1037
2020
Q3 		$261K Buy
9,726
+5,977
+159% +$176K ﹤0.01% 1102
2020
Q2 		$117K Buy
+3,749
New +$113K ﹤0.01% 1273
2020
Q1 		– Sell
-97
Closed -$2K – 1581
2019
Q4 		$2K Buy
+97
New +$2.16K ﹤0.01% 1531

Other funds holding WORK

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