Concord Wealth Partners’s Slack Technologies, Inc. WORK Stock Holding History

Concord Wealth Partners’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	-1,073	Closed	-$48K	–	1078
2021 Q2	$48K	Buy	1,073 +190	+22%	+$8.13K	0.01%	364
2021 Q1	$36K	Buy	883 +793	+881%	+$33.2K	0.01%	388
2020 Q4	$4K	Buy	+90	New	+$3.04K	﹤0.01%	450

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

Concord Wealth Partners's WORK Position: Q3 2021 in Review

Concord Wealth Partners sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 1,073 shares — an estimated $48K sold.

Concord Wealth Partners first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $48K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Concord Wealth Partners reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Concord Wealth Partners sold 1,073 Slack Technologies, Inc. shares in Q3 2021, an estimated $48K.
Concord Wealth Partners first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Concord Wealth Partners's Slack Technologies, Inc. position peaked at $48K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.