AJ Wealth Strategies’s Slack Technologies, Inc. WORK Stock Holding History

AJ Wealth Strategies’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	-12,976	Closed	-$575K	–	301
2021 Q2	$575K	Hold	12,976	–	–	0.03%	171
2021 Q1	$527K	Sell	12,976 -3,000	-19%	-$125K	0.04%	159
2020 Q4	$675K	Sell	15,976 -675	-4%	-$22.8K	0.06%	129
2020 Q3	$447K	Buy	16,651 +10,024	+151%	+$295K	0.05%	137
2020 Q2	$206K	Buy	+6,627	New	+$199K	0.02%	189

Other funds holding WORK

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

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

AJ Wealth Strategies's WORK Position: Q3 2021 in Review

AJ Wealth Strategies sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 12,976 shares — an estimated $575K sold.

AJ Wealth Strategies first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $675K in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

AJ Wealth Strategies reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
AJ Wealth Strategies sold 12,976 Slack Technologies, Inc. shares in Q3 2021, an estimated $575K.
AJ Wealth Strategies first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
AJ Wealth Strategies's Slack Technologies, Inc. position peaked at $675K in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on AJ Wealth Strategies's 13F filing for Q3 2021, filed 20 Oct 2021.