BWM
WORK

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

BerganKDV 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
-6
Closed – – 1121
2021
Q2 		$0 Buy
+6
New +$257 ﹤0.01% 1025

Other funds holding WORK

Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 6 shares.

BerganKDV Wealth Management first reported a position in WORK in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 6 Slack Technologies, Inc. shares in Q3 2021.
  • BerganKDV Wealth Management first reported a position in Slack Technologies, Inc. in Q2 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Slack Technologies, Inc. position peaked at $0 in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.