Carson Wealth (CWM LLC)
WORK

Carson Wealth (CWM LLC)’s Slack Technologies, Inc. WORK Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		$86K Hold
1,942
– – ﹤0.01% 1190
2021
Q1 		$86K Hold
1,942
– – ﹤0.01% 1190
2020
Q4 		$86K Hold
1,942
– – ﹤0.01% 1190
2020
Q3 		$86K Hold
1,942
– – ﹤0.01% 1190
2020
Q2 		$86K Hold
1,942
– – ﹤0.01% 1190
2020
Q1 		$86K Hold
1,942
– – ﹤0.01% 1190
2019
Q4 		$86K Hold
1,942
– – ﹤0.01% 1190
2019
Q3 		$86K Hold
1,942
– – ﹤0.01% 1190
2019
Q2 		$86K Buy
+1,942
New +$71.5K ﹤0.01% 1190

Other funds holding WORK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WORK Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Slack Technologies, Inc. (WORK) position steady in Q2 2021 at 1,942 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Carson Wealth (CWM LLC) first reported a position in WORK in Q2 2019 and has held it in 9 quarters since. 528 funds tracked by Wall St. Rank hold WORK as of Q2 2021.

  • Carson Wealth (CWM LLC) held 1,942 shares of Slack Technologies, Inc. worth $86K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Slack Technologies, Inc. share count unchanged in Q2 2021.
  • Slack Technologies, Inc. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1190 holding.
  • Carson Wealth (CWM LLC) first reported a position in Slack Technologies, Inc. in Q2 2019 and has held it in 9 quarters since.
  • 528 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.