Bedel Financial Consulting’s Slack Technologies, Inc. WORK Stock Holding History

Bedel Financial Consulting’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	-27	Closed	-$1K	–	1056
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	964
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	922
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	825
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	803
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	770
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	787
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	752
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	739
2019 Q2	$1K	Buy	+27	New	+$994	﹤0.01%	709

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

Bedel Financial Consulting's WORK Position: Q3 2021 in Review

Bedel Financial Consulting sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 27 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $1K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Bedel Financial Consulting reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Bedel Financial Consulting sold 27 Slack Technologies, Inc. shares in Q3 2021, an estimated $1K.
Bedel Financial Consulting first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
Bedel Financial Consulting's Slack Technologies, Inc. position peaked at $1K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.