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

HC Financial 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	-2,482	Closed	-$110K	–	372
2021 Q2	$110K	Hold	2,482	–	–	0.06%	98
2021 Q1	$101K	Buy	2,482 +258	+12%	+$10.8K	0.06%	98
2020 Q4	$94K	Hold	2,224	–	–	0.06%	104
2020 Q3	$60K	Buy	2,224 +765	+52%	+$22.5K	0.04%	109
2020 Q2	$45K	Buy	1,459 +1,130	+343%	+$34K	0.04%	121
2020 Q1	$9K	Buy	+329	New	+$7.93K	0.01%	254

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

HC Financial Advisors's WORK Position: Q3 2021 in Review

HC Financial Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 2,482 shares — an estimated $110K sold.

HC Financial Advisors first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $110K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

HC Financial Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
HC Financial Advisors sold 2,482 Slack Technologies, Inc. shares in Q3 2021, an estimated $110K.
HC Financial Advisors first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
HC Financial Advisors's Slack Technologies, Inc. position peaked at $110K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.