APA
WORK

American Portfolios Advisors’s Slack Technologies, Inc. WORK Stock Holding History

American Portfolios Advisors’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
-590
Closed -$26.1K – 3578
2021
Q2 		$26.1K Sell
590
-80
-12% -$3.42K ﹤0.01% 2083
2021
Q1 		$27.2K Sell
670
-2,704
-80% -$113K ﹤0.01% 1896
2020
Q4 		$143K Sell
3,374
-7,801
-70% -$264K 0.01% 1015
2020
Q3 		$300K Buy
11,175
+8,087
+262% +$238K 0.02% 655
2020
Q2 		$96K Buy
3,088
+2,596
+528% +$78K 0.01% 1017
2020
Q1 		$13.2K Buy
492
+307
+166% +$7.4K ﹤0.01% 1700
2019
Q4 		$4.16K Sell
185
-5,375
-97% -$120K ﹤0.01% 2362
2019
Q3 		$132K Buy
5,560
+5,350
+2,548% +$162K 0.01% 865
2019
Q2 		$7.88K Buy
+210
New +$7.73K ﹤0.01% 1990

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

American Portfolios Advisors's WORK Position: Q3 2021 in Review

American Portfolios Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 590 shares — an estimated $26.1K sold.

American Portfolios Advisors first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $300K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • American Portfolios Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 590 Slack Technologies, Inc. shares in Q3 2021, an estimated $26.1K.
  • American Portfolios Advisors first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
  • American Portfolios Advisors's Slack Technologies, Inc. position peaked at $300K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.