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	-5,900	Closed	-$53K	–	2262
2021 Q2	$53K	Sell	5,900 -1,000	-14%	-$42.8K	﹤0.01%	1936
2021 Q1	$43K	Hold	6,900	–	–	﹤0.01%	2370
2020 Q4	$57K	Buy	6,900 +1,600	+30%	+$54.1K	﹤0.01%	2091
2020 Q3	$10K	Buy	5,300 +2,800	+112%	+$82.4K	﹤0.01%	2017
2020 Q2	$12K	Sell	2,500 -300	-11%	-$9.02K	﹤0.01%	1870
2020 Q1	$9K	Buy	+2,800	New	+$67.5K	﹤0.01%	1777

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.