Clear Perspective Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Clear Perspective Advisors’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	-6,075	Closed	-$269K	–	178
2021 Q2	$269K	Hold	6,075	–	–	0.09%	135
2021 Q1	$247K	Hold	6,075	–	–	0.1%	136
2020 Q4	$257K	Sell	6,075 -8,292	-58%	-$280K	0.11%	126
2020 Q3	$4.71K	Buy	+14,367	New	+$423K	2.21%	8
2019 Q3	–	Sell	-2,100	Closed	-$79K	–	187
2019 Q2	$79K	Buy	+2,100	New	+$77.3K	0.05%	152

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

Clear Perspective Advisors's WORK Position: Q3 2021 in Review

Clear Perspective Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 6,075 shares — an estimated $269K sold.

Clear Perspective Advisors first reported a position in WORK in Q2 2019 and held it in 5 quarters. The position peaked at $269K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Clear Perspective Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Clear Perspective Advisors sold 6,075 Slack Technologies, Inc. shares in Q3 2021, an estimated $269K.
Clear Perspective Advisors first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 5 quarters.
Clear Perspective Advisors's Slack Technologies, Inc. position peaked at $269K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Clear Perspective Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.