DWM
WORK

Doyle Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-500
Closed -$19K – 830
2019
Q2 		$19K Buy
+500
New +$18.4K ﹤0.01% 523

Other funds holding WORK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Doyle Wealth Management's WORK Position: Q3 2019 in Review

Doyle Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2019, closing a stake of 500 shares — an estimated $19K sold.

Doyle Wealth Management first reported a position in WORK in Q2 2019 and held it in 1 quarter. The position peaked at $19K in Q2 2019. 250 funds tracked by Wall St. Rank hold WORK as of Q3 2019.

  • Doyle Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 500 Slack Technologies, Inc. shares in Q3 2019, an estimated $19K.
  • Doyle Wealth Management first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Slack Technologies, Inc. position peaked at $19K in Q2 2019.
  • 250 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.