Cetera Investment Advisers’s Slack Technologies, Inc. WORK Stock Holding History

Cetera Investment Advisers’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	-5,084	Closed	-$225K	–	1903
2021 Q2	$225K	Buy	+5,084	New	+$218K	﹤0.01%	1601
2021 Q1	–	Sell	-6,386	Closed	-$270K	–	1741
2020 Q4	$270K	Buy	+6,386	New	+$216K	0.01%	1294
2020 Q3	–	Sell	-10,143	Closed	-$315K	–	676
2020 Q2	$315K	Sell	10,143 -1,977	-16%	-$59.4K	0.03%	465
2020 Q1	$325K	Buy	+12,120	New	+$292K	0.04%	386
2019 Q4	–	Sell	-8,500	Closed	-$200K	–	595
2019 Q3	$200K	Buy	+8,500	New	+$258K	0.02%	512

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

Cetera Investment Advisers's WORK Position: Q3 2021 in Review

Cetera Investment Advisers sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 5,084 shares — an estimated $225K sold.

Cetera Investment Advisers first reported a position in WORK in Q3 2019 and held it in 5 quarters. The position peaked at $325K in Q1 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Cetera Investment Advisers reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Cetera Investment Advisers sold 5,084 Slack Technologies, Inc. shares in Q3 2021, an estimated $225K.
Cetera Investment Advisers first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 5 quarters.
Cetera Investment Advisers's Slack Technologies, Inc. position peaked at $325K in Q1 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Cetera Investment Advisers's 13F filing for Q3 2021, filed 16 Nov 2021.