CT
WORK

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

Clearstead Trust’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
2019
Q4 		– Sell
-500
Closed -$12K – 205
2019
Q3 		$12K Buy
+500
New +$15.1K 0.01% 161

Other funds holding WORK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AEPI
AH Equity Partners I Menlo Park, California $221M AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearstead Trust's WORK Position: Q4 2019 in Review

Clearstead Trust sold out of Slack Technologies, Inc. (WORK) in Q4 2019, closing a stake of 500 shares — an estimated $12K sold.

Clearstead Trust first reported a position in WORK in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 282 funds tracked by Wall St. Rank hold WORK as of Q4 2019.

  • Clearstead Trust reported no remaining Slack Technologies, Inc. position as of Q4 2019 after selling out during the quarter.
  • Clearstead Trust sold 500 Slack Technologies, Inc. shares in Q4 2019, an estimated $12K.
  • Clearstead Trust first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 1 quarter.
  • Clearstead Trust's Slack Technologies, Inc. position peaked at $12K in Q3 2019.
  • 282 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q4 2019.

Based on Clearstead Trust's 13F filing for Q4 2019, filed 3 Feb 2020.