Carroll Financial Associates’s Slack Technologies, Inc. WORK Stock Holding History

Carroll Financial Associates’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	-1,298	Closed	-$57K	–	2025
2021 Q2	$57K	Buy	+1,298	New	+$55.6K	﹤0.01%	779
2021 Q1	–	Sell	-769	Closed	-$32K	–	1811
2020 Q4	$32K	Sell	769 -49	-6%	-$1.66K	﹤0.01%	810
2020 Q3	$21K	Sell	818 -1,316	-62%	-$38.7K	﹤0.01%	853
2020 Q2	$66K	Buy	2,134 +2,016	+1,708%	+$60.6K	0.01%	588
2020 Q1	$3K	Hold	118	–	–	﹤0.01%	1269
2019 Q4	$2K	Sell	118 -300	-72%	-$6.68K	﹤0.01%	1410
2019 Q3	$9K	Buy	+418	New	+$12.7K	﹤0.01%	1050

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

Carroll Financial Associates's WORK Position: Q3 2021 in Review

Carroll Financial Associates sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 1,298 shares — an estimated $57K sold.

Carroll Financial Associates first reported a position in WORK in Q3 2019 and held it in 7 quarters. The position peaked at $66K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Carroll Financial Associates reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Carroll Financial Associates sold 1,298 Slack Technologies, Inc. shares in Q3 2021, an estimated $57K.
Carroll Financial Associates first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 7 quarters.
Carroll Financial Associates's Slack Technologies, Inc. position peaked at $66K in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.