Center for Financial Planning’s Slack Technologies, Inc. WORK Stock Holding History

Center for Financial Planning’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	-724	Closed	-$32K	–	543
2021 Q2	$32K	Hold	724	–	–	0.01%	262
2021 Q1	$29K	Hold	724	–	–	0.01%	267
2020 Q4	$31K	Hold	724	–	–	0.01%	245
2020 Q3	$19K	Sell	724 -176	-20%	-$5.18K	0.01%	267
2020 Q2	$28K	Hold	900	–	–	0.01%	227
2020 Q1	$24K	Buy	+900	New	+$21.7K	0.01%	236

Other funds holding WORK

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Center for Financial Planning's WORK Position: Q3 2021 in Review

Center for Financial Planning sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 724 shares — an estimated $32K sold.

Center for Financial Planning first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $32K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Center for Financial Planning reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Center for Financial Planning sold 724 Slack Technologies, Inc. shares in Q3 2021, an estimated $32K.
Center for Financial Planning first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Center for Financial Planning's Slack Technologies, Inc. position peaked at $32K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Center for Financial Planning's 13F filing for Q3 2021, filed 27 Oct 2021.