CFGS
WORK

Concourse Financial Group Securities’s Slack Technologies, Inc. WORK Stock Holding History

Concourse Financial Group Securities’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
-1,100
Closed -$49K – 2522
2021
Q2 		$49K Sell
1,100
-50
-4% -$2.14K ﹤0.01% 1325
2021
Q1 		$47K Hold
1,150
– – ﹤0.01% 1247
2020
Q4 		$49K Hold
1,150
– – ﹤0.01% 1160
2020
Q3 		$31K Buy
1,150
+150
+15% +$4.41K ﹤0.01% 1230
2020
Q2 		$31K Buy
1,000
+150
+18% +$4.51K ﹤0.01% 1142
2020
Q1 		$23K Buy
850
+700
+467% +$16.9K ﹤0.01% 1195
2019
Q4 		$3K Buy
150
+50
+50% +$1.11K ﹤0.01% 1841
2019
Q3 		$2K Sell
100
-50
-33% -$1.51K ﹤0.01% 1601
2019
Q2 		$6K Buy
+150
New +$5.52K ﹤0.01% 1703

Other funds holding WORK

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SS
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

Concourse Financial Group Securities's WORK Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 1,100 shares — an estimated $49K sold.

Concourse Financial Group Securities first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $49K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Concourse Financial Group Securities reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,100 Slack Technologies, Inc. shares in Q3 2021, an estimated $49K.
  • Concourse Financial Group Securities first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
  • Concourse Financial Group Securities's Slack Technologies, Inc. position peaked at $49K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.