AWM
WORK

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

Avior 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
-1,200
Closed -$53K – 1227
2021
Q2 		$53K Hold
1,200
– – 0.01% 528
2021
Q1 		$48K Hold
1,200
– – 0.01% 529
2020
Q4 		$50K Hold
1,200
– – 0.01% 492
2020
Q3 		$32K Buy
1,200
+600
+100% +$17.6K ﹤0.01% 542
2020
Q2 		$18K Buy
+600
New +$18K ﹤0.01% 588

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

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

Avior Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 1,200 shares — an estimated $53K sold.

Avior Wealth Management first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $53K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Avior Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Avior Wealth Management sold 1,200 Slack Technologies, Inc. shares in Q3 2021, an estimated $53K.
  • Avior Wealth Management first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
  • Avior Wealth Management's Slack Technologies, Inc. position peaked at $53K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Avior Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.