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

Evolution Wealth Advisors’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	-2,000	Closed	-$89K	–	695
2021 Q2	$89K	Hold	2,000	–	–	0.02%	167
2021 Q1	$81K	Hold	2,000	–	–	0.02%	162
2020 Q4	$84K	Hold	2,000	–	–	0.02%	141
2020 Q3	$54K	Sell	2,000 -2,970	-60%	-$87.4K	0.01%	178
2020 Q2	$155K	Buy	+4,970	New	+$149K	0.05%	92

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

Evolution Wealth Advisors's WORK Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 2,000 shares — an estimated $89K sold.

Evolution Wealth Advisors first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $155K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Evolution Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 2,000 Slack Technologies, Inc. shares in Q3 2021, an estimated $89K.
Evolution Wealth Advisors first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
Evolution Wealth Advisors's Slack Technologies, Inc. position peaked at $155K in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Evolution Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.