BSW
WORK

Buckingham Strategic Wealth’s Slack Technologies, Inc. WORK Stock Holding History

Buckingham Strategic Wealth’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
-4,961
Closed -$220K – 624
2021
Q2 		$220K Hold
4,961
– – 0.01% 545
2021
Q1 		$202K Sell
4,961
-400
-7% -$16.7K 0.01% 522
2020
Q4 		$226K Buy
+5,361
New +$181K 0.01% 482
2020
Q1 		– Sell
-9,695
Closed -$218K – 528
2019
Q4 		$218K Hold
9,695
– – 0.02% 425
2019
Q3 		$230K Buy
+9,695
New +$294K 0.02% 375

Other funds holding WORK

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SS
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

Buckingham Strategic Wealth's WORK Position: Q3 2021 in Review

Buckingham Strategic Wealth sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 4,961 shares — an estimated $220K sold.

Buckingham Strategic Wealth first reported a position in WORK in Q3 2019 and held it in 5 quarters. The position peaked at $230K in Q3 2019. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Buckingham Strategic Wealth reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,961 Slack Technologies, Inc. shares in Q3 2021, an estimated $220K.
  • Buckingham Strategic Wealth first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Slack Technologies, Inc. position peaked at $230K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2021, filed 10 Nov 2021.