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

B. Riley 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	-11,405	Closed	-$506K	–	1505
2021 Q2	$506K	Buy	11,405 +381	+3%	+$16.3K	0.02%	767
2021 Q1	$448K	Sell	11,024 -17,339	-61%	-$725K	0.02%	786
2020 Q4	$1.2M	Buy	28,363 +3,748	+15%	+$127K	0.06%	285
2020 Q3	$663K	Sell	24,615 -6,542	-21%	-$192K	0.04%	436
2020 Q2	$969K	Buy	31,157 +7,030	+29%	+$211K	0.06%	286
2020 Q1	$648K	Buy	24,127 +11,943	+98%	+$288K	0.06%	326
2019 Q4	$274K	Buy	+12,184	New	+$271K	0.02%	633

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

B. Riley Wealth Advisors's WORK Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 11,405 shares — an estimated $506K sold.

B. Riley Wealth Advisors first reported a position in WORK in Q4 2019 and held it in 7 quarters. The position peaked at $1.2M in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

B. Riley Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 11,405 Slack Technologies, Inc. shares in Q3 2021, an estimated $506K.
B. Riley Wealth Advisors first reported a position in Slack Technologies, Inc. in Q4 2019 and held it in 7 quarters.
B. Riley Wealth Advisors's Slack Technologies, Inc. position peaked at $1.2M in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.