EWP
WORK

Engrave Wealth Partners’s Slack Technologies, Inc. WORK Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-66
Closed -$2K – 467
2020
Q2 		$2K Hold
66
– – ﹤0.01% 418
2020
Q1 		$1K Sell
66
-105
-61% -$2.53K ﹤0.01% 411
2019
Q4 		$3K Buy
+171
New +$3.81K ﹤0.01% 392

Other funds holding WORK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engrave Wealth Partners's WORK Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Slack Technologies, Inc. (WORK) in Q3 2020, closing a stake of 66 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in WORK in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 487 funds tracked by Wall St. Rank hold WORK as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Slack Technologies, Inc. position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 66 Slack Technologies, Inc. shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Slack Technologies, Inc. in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Slack Technologies, Inc. position peaked at $3K in Q4 2019.
  • 487 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.