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

Evoke Wealth’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	-5	Closed	-$222K	–	1248
2021 Q2	$222K	Buy	+5	New	+$214	0.01%	333
2020 Q2	–	Sell	-5,077	Closed	-$136K	–	1237
2020 Q1	$136K	Sell	5,077 -1,400	-22%	-$33.8K	0.02%	224
2019 Q4	$146K	Buy	6,477 +329	+5%	+$7.32K	0.02%	270
2019 Q3	$146K	Buy	+6,148	New	+$186K	0.02%	309

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

Evoke Wealth's WORK Position: Q3 2021 in Review

Evoke Wealth sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 5 shares — an estimated $222K sold.

Evoke Wealth first reported a position in WORK in Q3 2019 and held it in 4 quarters. The position peaked at $222K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Evoke Wealth reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Evoke Wealth sold 5 Slack Technologies, Inc. shares in Q3 2021, an estimated $222K.
Evoke Wealth first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Slack Technologies, Inc. position peaked at $222K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Evoke Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.