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

Glassman Wealth Services’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	-559	Closed	-$25K	–	1917
2021 Q2	$25K	Buy	559 +148	+36%	+$6.33K	0.01%	519
2021 Q1	$17K	Buy	411 +18	+5%	+$753	﹤0.01%	578
2020 Q4	$17K	Buy	+393	New	+$13.3K	﹤0.01%	582
2020 Q3	–	Sell	-500	Closed	-$16K	–	1566
2020 Q2	$16K	Hold	500	–	–	0.01%	423
2020 Q1	$13K	Sell	500 -500	-50%	-$12.1K	0.01%	403
2019 Q4	$22K	Buy	+1,000	New	+$22.3K	0.01%	366

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

Glassman Wealth Services's WORK Position: Q3 2021 in Review

Glassman Wealth Services sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 559 shares — an estimated $25K sold.

Glassman Wealth Services first reported a position in WORK in Q4 2019 and held it in 6 quarters. The position peaked at $25K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Glassman Wealth Services reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Glassman Wealth Services sold 559 Slack Technologies, Inc. shares in Q3 2021, an estimated $25K.
Glassman Wealth Services first reported a position in Slack Technologies, Inc. in Q4 2019 and held it in 6 quarters.
Glassman Wealth Services's Slack Technologies, Inc. position peaked at $25K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.