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

Evercore 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
2021 Q3	–	Sell	-14,964	Closed	-$663K	–	438
2021 Q2	$663K	Hold	14,964	–	–	0.01%	265
2021 Q1	$608K	Hold	14,964	–	–	0.01%	271
2020 Q4	$632K	Buy	+14,964	New	+$506K	0.01%	262

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

Evercore Wealth Management's WORK Position: Q3 2021 in Review

Evercore Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 14,964 shares — an estimated $663K sold.

Evercore Wealth Management first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $663K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Evercore Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Evercore Wealth Management sold 14,964 Slack Technologies, Inc. shares in Q3 2021, an estimated $663K.
Evercore Wealth Management first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Evercore Wealth Management's Slack Technologies, Inc. position peaked at $663K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Evercore Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.