EWM
WORK

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 $8.12B AUM 17.95% 1-Year Est. Return
SS
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