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

AE 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	-20,572	Closed	-$911K	–	1748
2021 Q2	$911K	Buy	20,572 +13,726	+200%	+$587K	0.01%	877
2021 Q1	$278K	Sell	6,846 -5,439	-44%	-$228K	﹤0.01%	1284
2020 Q4	$519K	Sell	12,285 -314	-2%	-$10.6K	0.01%	946
2020 Q3	$338K	Sell	12,599 -17,872	-59%	-$526K	﹤0.01%	1000
2020 Q2	$947K	Buy	30,471 +16,310	+115%	+$490K	0.01%	645
2020 Q1	$380K	Buy	+14,161	New	+$342K	0.01%	783

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

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

AE Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 20,572 shares — an estimated $911K sold.

AE Wealth Management first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $947K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

AE Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
AE Wealth Management sold 20,572 Slack Technologies, Inc. shares in Q3 2021, an estimated $911K.
AE Wealth Management first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
AE Wealth Management's Slack Technologies, Inc. position peaked at $947K in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.