Equitable Trust’s Slack Technologies, Inc. WORK Stock Holding History

Equitable Trust’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	-4,848	Closed	-$215K	–	380
2021 Q2	$215K	Buy	+4,848	New	+$207K	0.01%	351
2021 Q1	–	Sell	-4,848	Closed	-$205K	–	387
2020 Q4	$205K	Buy	+4,848	New	+$164K	0.02%	347

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

Equitable Trust's WORK Position: Q3 2021 in Review

Equitable Trust sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 4,848 shares — an estimated $215K sold.

Equitable Trust first reported a position in WORK in Q4 2020 and held it in 2 quarters. The position peaked at $215K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Equitable Trust reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Equitable Trust sold 4,848 Slack Technologies, Inc. shares in Q3 2021, an estimated $215K.
Equitable Trust first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 2 quarters.
Equitable Trust's Slack Technologies, Inc. position peaked at $215K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Equitable Trust's 13F filing for Q3 2021, filed 26 Oct 2021.