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

Clearstead 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	-3,064	Closed	-$136K	–	1441
2021 Q2	$136K	Sell	3,064 -94	-3%	-$4.02K	0.01%	406
2021 Q1	$128K	Buy	3,158 +3	+0.1%	+$125	0.01%	398
2020 Q4	$133K	Sell	3,155 -1,840	-37%	-$62.2K	0.01%	370
2020 Q3	$134K	Buy	4,995 +311	+7%	+$9.15K	0.01%	329
2020 Q2	$146K	Buy	4,684 +1,434	+44%	+$43.1K	0.02%	309
2020 Q1	$87K	Buy	+3,250	New	+$78.4K	0.01%	344

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

Clearstead Advisors's WORK Position: Q3 2021 in Review

Clearstead Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 3,064 shares — an estimated $136K sold.

Clearstead Advisors first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $146K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Clearstead Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Clearstead Advisors sold 3,064 Slack Technologies, Inc. shares in Q3 2021, an estimated $136K.
Clearstead Advisors first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Clearstead Advisors's Slack Technologies, Inc. position peaked at $146K in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

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