Gerber Kawasaki Wealth & Investment Management’s Slack Technologies, Inc. WORK Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2020 Q3	–	Sell	-34,046	Closed	-$1.06M	–	156
2020 Q2	$1.06M	Sell	34,046 -11,651	-25%	-$350K	0.23%	64
2020 Q1	$1.23M	Buy	45,697 +32,572	+248%	+$786K	0.35%	57
2019 Q4	$295K	Buy	13,125 +4,000	+44%	+$89K	0.07%	102
2019 Q3	$216K	Buy	+9,125	New	+$276K	0.06%	115

Other funds holding WORK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's WORK Position: Q3 2020 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Slack Technologies, Inc. (WORK) in Q3 2020, closing a stake of 34,046 shares — an estimated $1.06M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WORK in Q3 2019 and held it in 4 quarters. The position peaked at $1.23M in Q1 2020. 488 funds tracked by Wall St. Rank hold WORK as of Q3 2020.

Gerber Kawasaki Wealth & Investment Management reported no remaining Slack Technologies, Inc. position as of Q3 2020 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 34,046 Slack Technologies, Inc. shares in Q3 2020, an estimated $1.06M.
Gerber Kawasaki Wealth & Investment Management first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 4 quarters.
Gerber Kawasaki Wealth & Investment Management's Slack Technologies, Inc. position peaked at $1.23M in Q1 2020.
488 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2020.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2020, filed 2 Nov 2020.