Ellevest Inc’s Slack Technologies, Inc. WORK Stock Holding History

Ellevest Inc’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	-791	Closed	-$35K	–	1669
2021 Q2	$35K	Buy	791 +736	+1,338%	+$31.5K	﹤0.01%	544
2021 Q1	$2K	Buy	+55	New	+$2.3K	﹤0.01%	1114
2020 Q1	–	Sell	-2	Closed	–	–	1375
2019 Q4	$0	Buy	+2	New	+$45	﹤0.01%	1087

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

Ellevest Inc's WORK Position: Q3 2021 in Review

Ellevest Inc sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 791 shares — an estimated $35K sold.

Ellevest Inc first reported a position in WORK in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Ellevest Inc reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Ellevest Inc sold 791 Slack Technologies, Inc. shares in Q3 2021, an estimated $35K.
Ellevest Inc first reported a position in Slack Technologies, Inc. in Q4 2019 and held it in 3 quarters.
Ellevest Inc's Slack Technologies, Inc. position peaked at $35K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.