Edge Capital Group’s Slack Technologies, Inc. WORK Stock Holding History

Edge Capital Group’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	-7,100	Closed	-$315K	–	292
2021 Q2	$315K	Hold	7,100	–	–	0.03%	218
2021 Q1	$288K	Buy	7,100 +2,313	+48%	+$96.8K	0.02%	224
2020 Q4	$202K	Buy	+4,787	New	+$162K	0.02%	257

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

Edge Capital Group's WORK Position: Q3 2021 in Review

Edge Capital Group sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 7,100 shares — an estimated $315K sold.

Edge Capital Group first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $315K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Edge Capital Group reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Edge Capital Group sold 7,100 Slack Technologies, Inc. shares in Q3 2021, an estimated $315K.
Edge Capital Group first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Edge Capital Group's Slack Technologies, Inc. position peaked at $315K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Edge Capital Group's 13F filing for Q3 2021, filed 26 Oct 2021.