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

Clearview Wealth 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	-900	Closed	-$40K	–	715
2021 Q2	$40K	Hold	900	–	–	0.02%	266
2021 Q1	$37K	Hold	900	–	–	0.02%	263
2020 Q4	$38K	Buy	+900	New	+$30.4K	0.03%	227

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

Clearview Wealth Advisors's WORK Position: Q3 2021 in Review

Clearview Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 900 shares — an estimated $40K sold.

Clearview Wealth Advisors first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $40K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Clearview Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Clearview Wealth Advisors sold 900 Slack Technologies, Inc. shares in Q3 2021, an estimated $40K.
Clearview Wealth Advisors first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Clearview Wealth Advisors's Slack Technologies, Inc. position peaked at $40K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Clearview Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.