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	–	1005
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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. 588 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.
588 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.