Commonwealth Equity Services’s Slack Technologies, Inc. WORK Stock Holding History

Commonwealth Equity Services’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	-44,019	Closed	-$1.95M	–	3718
2021 Q2	$1.95M	Sell	44,019 -2,297	-5%	-$98.3K	0.01%	1438
2021 Q1	$1.88M	Sell	46,316 -16,031	-26%	-$671K	0.01%	1367
2020 Q4	$2.63M	Sell	62,347 -111,326	-64%	-$3.76M	0.01%	1063
2020 Q3	$4.66M	Buy	173,673 +79,399	+84%	+$2.34M	0.02%	673
2020 Q2	$2.93M	Buy	94,274 +8,278	+10%	+$249K	0.01%	829
2020 Q1	$2.31M	Buy	85,996 +33,316	+63%	+$804K	0.01%	832
2019 Q4	$1.18M	Buy	52,680 +15,986	+44%	+$356K	﹤0.01%	1316
2019 Q3	$870K	Buy	36,694 +7,791	+27%	+$236K	﹤0.01%	1447
2019 Q2	$1.08M	Buy	+28,903	New	+$1.06M	﹤0.01%	1302

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

Commonwealth Equity Services's WORK Position: Q3 2021 in Review

Commonwealth Equity Services sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 44,019 shares — an estimated $1.95M sold.

Commonwealth Equity Services first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $4.66M in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Commonwealth Equity Services reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Commonwealth Equity Services sold 44,019 Slack Technologies, Inc. shares in Q3 2021, an estimated $1.95M.
Commonwealth Equity Services first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
Commonwealth Equity Services's Slack Technologies, Inc. position peaked at $4.66M in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Commonwealth Equity Services's 13F filing for Q3 2021, filed 29 Oct 2021.