Crewe Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Crewe Advisors’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	-200	Closed	-$9K	–	488
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	290
2021 Q1	$8K	Hold	200	–	–	﹤0.01%	329
2020 Q4	$8K	Buy	+200	New	+$6.76K	﹤0.01%	301

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

Crewe Advisors's WORK Position: Q3 2021 in Review

Crewe Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 200 shares — an estimated $9K sold.

Crewe Advisors first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Crewe Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Crewe Advisors sold 200 Slack Technologies, Inc. shares in Q3 2021, an estimated $9K.
Crewe Advisors first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Crewe Advisors's Slack Technologies, Inc. position peaked at $9K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Crewe Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.