GSWM
WORK

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

Golden State 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
2020
Q4 		– Sell
-3,461
Closed -$93K – 446
2020
Q3 		$93K Buy
+3,461
New +$102K 0.03% 266
2020
Q2 		– Sell
-250
Closed -$7K – 1032
2020
Q1 		$7K Buy
+250
New +$6.03K ﹤0.01% 698
2019
Q4 		– Sell
-3,710
Closed -$88K – 1063
2019
Q3 		$88K Sell
3,710
-8,280
-69% -$251K 0.03% 332
2019
Q2 		$449K Buy
+11,990
New +$441K 0.14% 129

Other funds holding WORK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Golden State Wealth Management's WORK Position: Q4 2020 in Review

Golden State Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q4 2020, closing a stake of 3,461 shares — an estimated $93K sold.

Golden State Wealth Management first reported a position in WORK in Q2 2019 and held it in 4 quarters. The position peaked at $449K in Q2 2019. 589 funds tracked by Wall St. Rank hold WORK as of Q4 2020.

  • Golden State Wealth Management reported no remaining Slack Technologies, Inc. position as of Q4 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 3,461 Slack Technologies, Inc. shares in Q4 2020, an estimated $93K.
  • Golden State Wealth Management first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Slack Technologies, Inc. position peaked at $449K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.