GWMIA
WORK

Global Wealth Management Investment Advisory’s Slack Technologies, Inc. WORK Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-200
Closed -$5K – 706
2020
Q1 		$5K Buy
+200
New +$4.82K ﹤0.01% 424
2019
Q3 		– Sell
-100
Closed -$4K – 757
2019
Q2 		$4K Buy
+100
New +$3.68K ﹤0.01% 482

Other funds holding WORK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Global Wealth Management Investment Advisory's WORK Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Slack Technologies, Inc. (WORK) in Q2 2020, closing a stake of 200 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in WORK in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 509 funds tracked by Wall St. Rank hold WORK as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Slack Technologies, Inc. position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 Slack Technologies, Inc. shares in Q2 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Slack Technologies, Inc. position peaked at $5K in Q1 2020.
  • 509 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.