Arkadios Wealth Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Arkadios Wealth 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	-500	Closed	-$22K	–	2126
2021 Q2	$22K	Hold	500	–	–	﹤0.01%	1255
2021 Q1	$20K	Sell	500 -500	-50%	-$20.9K	﹤0.01%	974
2020 Q4	$42K	Buy	1,000 +300	+43%	+$10.1K	0.01%	589
2020 Q3	$22.6K	Sell	700 -1,500	-68%	-$44.1K	0.01%	577
2020 Q2	$71.2K	Buy	+2,200	New	+$66.1K	0.04%	314

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

Arkadios Wealth Advisors's WORK Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 500 shares — an estimated $22K sold.

Arkadios Wealth Advisors first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $71.2K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 500 Slack Technologies, Inc. shares in Q3 2021, an estimated $22K.
Arkadios Wealth Advisors first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's Slack Technologies, Inc. position peaked at $71.2K in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.