Avantax Advisory Services’s Slack Technologies, Inc. WORK Stock Holding History

Avantax Advisory Services’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	-8,452	Closed	-$373K	–	1235
2021 Q2	$373K	Sell	8,452 -1,017	-11%	-$43.5K	0.01%	811
2021 Q1	$383K	Buy	9,469 +110	+1%	+$4.6K	0.01%	704
2020 Q4	$394K	Sell	9,359 -12,742	-58%	-$431K	0.01%	633
2020 Q3	$589K	Buy	22,101 +12,966	+142%	+$381K	0.01%	739
2020 Q2	$283K	Buy	+9,135	New	+$275K	0.01%	663

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

Avantax Advisory Services's WORK Position: Q3 2021 in Review

Avantax Advisory Services sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 8,452 shares — an estimated $373K sold.

Avantax Advisory Services first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $589K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Avantax Advisory Services reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Avantax Advisory Services sold 8,452 Slack Technologies, Inc. shares in Q3 2021, an estimated $373K.
Avantax Advisory Services first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
Avantax Advisory Services's Slack Technologies, Inc. position peaked at $589K in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Avantax Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.