Havens Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Havens Advisors’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	-183,790	Closed	-$8.14M	–	58
2021 Q2	$8.14M	Sell	183,790 -46,789	-20%	-$2M	6.46%	7
2021 Q1	$9.37M	Buy	230,579 +40,508	+21%	+$1.69M	8.28%	2
2020 Q4	$8.03M	Buy	+190,071	New	+$6.42M	7.47%	5

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

Havens Advisors's WORK Position: Q3 2021 in Review

Havens Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 183,790 shares — an estimated $8.14M sold.

Havens Advisors first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $9.37M in Q1 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Havens Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Havens Advisors sold 183,790 Slack Technologies, Inc. shares in Q3 2021, an estimated $8.14M.
Havens Advisors first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Havens Advisors's Slack Technologies, Inc. position peaked at $9.37M in Q1 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Havens Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.