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

Focused 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	-25	Closed	-$1K	–	1152
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	916
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	897
2020 Q4	$1K	Buy	+25	New	+$845	﹤0.01%	807
2020 Q2	–	Sell	-5,825	Closed	-$156K	–	859
2020 Q1	$156K	Buy	+5,825	New	+$140K	0.04%	137
2019 Q4	–	Sell	-15	Closed	–	–	796
2019 Q3	$0	Hold	15	–	–	﹤0.01%	805
2019 Q2	$1K	Buy	+15	New	+$552	﹤0.01%	719

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

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

Focused Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 25 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in WORK in Q2 2019 and held it in 6 quarters. The position peaked at $156K in Q1 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Focused Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Focused Wealth Management sold 25 Slack Technologies, Inc. shares in Q3 2021, an estimated $1K.
Focused Wealth Management first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 6 quarters.
Focused Wealth Management's Slack Technologies, Inc. position peaked at $156K in Q1 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.