Creative Planning’s Slack Technologies, Inc. WORK Stock Holding History

Creative Planning’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	-17,163	Closed	-$760K	–	2263
2021 Q2	$760K	Sell	17,163 -13,954	-45%	-$597K	﹤0.01%	1059
2021 Q1	$1.26M	Buy	31,117 +3,516	+13%	+$147K	﹤0.01%	915
2020 Q4	$1.17M	Sell	27,601 -15,629	-36%	-$528K	﹤0.01%	880
2020 Q3	$1.16M	Buy	43,230 +10,208	+31%	+$300K	﹤0.01%	740
2020 Q2	$1.03M	Buy	33,022 +7,590	+30%	+$228K	﹤0.01%	738
2020 Q1	$683K	Buy	25,432 +2,746	+12%	+$66.2K	﹤0.01%	803
2019 Q4	$510K	Buy	22,686 +8,952	+65%	+$199K	﹤0.01%	1100
2019 Q3	$326K	Sell	13,734 -25,606	-65%	-$776K	﹤0.01%	1312
2019 Q2	$1.48M	Buy	+39,340	New	+$1.45M	0.01%	600

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

Creative Planning's WORK Position: Q3 2021 in Review

Creative Planning sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 17,163 shares — an estimated $760K sold.

Creative Planning first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $1.48M in Q2 2019. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Creative Planning reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Creative Planning sold 17,163 Slack Technologies, Inc. shares in Q3 2021, an estimated $760K.
Creative Planning first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
Creative Planning's Slack Technologies, Inc. position peaked at $1.48M in Q2 2019.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.