BRWM
WORK

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

B. Riley 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
-9,175
Closed -$388K – 498
2020
Q4 		$388K Sell
9,175
-24,973
-73% -$844K 0.05% 240
2020
Q3 		$917K Buy
34,148
+4,942
+17% +$145K 0.11% 154
2020
Q2 		$908K Buy
29,206
+16,906
+137% +$508K 0.1% 168
2020
Q1 		$330K Buy
+12,300
New +$297K 0.03% 334

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

B. Riley Wealth Management's WORK Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q1 2021, closing a stake of 9,175 shares — an estimated $388K sold.

B. Riley Wealth Management first reported a position in WORK in Q1 2020 and held it in 4 quarters. The position peaked at $917K in Q3 2020. 534 funds tracked by Wall St. Rank hold WORK as of Q1 2021.

  • B. Riley Wealth Management reported no remaining Slack Technologies, Inc. position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 9,175 Slack Technologies, Inc. shares in Q1 2021, an estimated $388K.
  • B. Riley Wealth Management first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 4 quarters.
  • B. Riley Wealth Management's Slack Technologies, Inc. position peaked at $917K in Q3 2020.
  • 534 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.