Carret Asset Management’s Slack Technologies, Inc. WORK Stock Holding History

Carret Asset 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	-7,235	Closed	-$321K	–	301
2021 Q2	$321K	Hold	7,235	–	–	0.04%	228
2021 Q1	$294K	Hold	7,235	–	–	0.04%	226
2020 Q4	$306K	Buy	+7,235	New	+$244K	0.04%	216

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

Carret Asset Management's WORK Position: Q3 2021 in Review

Carret Asset Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 7,235 shares — an estimated $321K sold.

Carret Asset Management first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $321K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Carret Asset Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Carret Asset Management sold 7,235 Slack Technologies, Inc. shares in Q3 2021, an estimated $321K.
Carret Asset Management first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Carret Asset Management's Slack Technologies, Inc. position peaked at $321K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Carret Asset Management's 13F filing for Q3 2021, filed 27 Oct 2021.