AWM
WORK

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

Avitas 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
Q1 		– Sell
-33,662
Closed -$1.42M – 232
2020
Q4 		$1.42M Sell
33,662
-16,317
-33% -$551K 0.29% 122
2020
Q3 		$1.34M Sell
49,979
-464
-0.9% -$13.6K 0.37% 100
2020
Q2 		$1.57M Buy
+50,443
New +$1.52M 0.52% 74
2019
Q3 		– Sell
-41,749
Closed -$1.57M – 192
2019
Q2 		$1.57M Buy
+41,749
New +$1.54M 0.44% 94

Other funds holding WORK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avitas Wealth Management's WORK Position: Q1 2021 in Review

Avitas Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q1 2021, closing a stake of 33,662 shares — an estimated $1.42M sold.

Avitas Wealth Management first reported a position in WORK in Q2 2019 and held it in 4 quarters. The position peaked at $1.57M in Q2 2020. 534 funds tracked by Wall St. Rank hold WORK as of Q1 2021.

  • Avitas Wealth Management reported no remaining Slack Technologies, Inc. position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 33,662 Slack Technologies, Inc. shares in Q1 2021, an estimated $1.42M.
  • Avitas Wealth Management first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 4 quarters.
  • Avitas Wealth Management's Slack Technologies, Inc. position peaked at $1.57M in Q2 2020.
  • 534 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.