Financial Perspectives’s Slack Technologies, Inc. WORK Stock Holding History

Financial Perspectives’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	-919	Closed	-$40.7K	–	670
2021 Q2	$40.7K	Sell	919 -36,420	-98%	-$1.56M	0.02%	281
2021 Q1	$919K	Buy	37,339 +36,420	+3,963%	+$1.52M	0.05%	220
2020 Q4	$38.8K	Hold	919	–	–	0.02%	250
2020 Q3	$24.7K	Hold	919	–	–	0.02%	266
2020 Q2	$28.6K	Hold	919	–	–	0.02%	231
2020 Q1	$24.7K	Buy	+919	New	+$22.2K	0.02%	220

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

Financial Perspectives's WORK Position: Q3 2021 in Review

Financial Perspectives sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 919 shares — an estimated $40.7K sold.

Financial Perspectives first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $919K in Q1 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Financial Perspectives reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Financial Perspectives sold 919 Slack Technologies, Inc. shares in Q3 2021, an estimated $40.7K.
Financial Perspectives first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Financial Perspectives's Slack Technologies, Inc. position peaked at $919K in Q1 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Financial Perspectives's 13F filing for Q3 2021, filed 10 Jan 2024.