Berman Capital Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Berman Capital 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	-893	Closed	-$38K	–	2310
2021 Q2	$38K	Buy	893 +373	+72%	+$16K	0.01%	688
2021 Q1	$20K	Sell	520 -646	-55%	-$27K	﹤0.01%	806
2020 Q4	$49K	Buy	1,166 +1,090	+1,434%	+$36.8K	0.01%	421
2020 Q3	$2K	Buy	+76	New	+$2.24K	﹤0.01%	1379
2020 Q2	–	Sell	-5,000	Closed	-$134K	–	1910
2020 Q1	$134K	Buy	+5,000	New	+$121K	0.04%	159
2019 Q4	–	Sell	-2,016	Closed	-$47K	–	1592
2019 Q3	$47K	Buy	+2,016	New	+$61.1K	0.01%	317

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

Berman Capital Advisors's WORK Position: Q3 2021 in Review

Berman Capital Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 893 shares — an estimated $38K sold.

Berman Capital Advisors first reported a position in WORK in Q3 2019 and held it in 6 quarters. The position peaked at $134K in Q1 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Berman Capital Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 893 Slack Technologies, Inc. shares in Q3 2021, an estimated $38K.
Berman Capital Advisors first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 6 quarters.
Berman Capital Advisors's Slack Technologies, Inc. position peaked at $134K in Q1 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.