HWA
WORK

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

Heritage Wealth 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
2020
Q3 		– Sell
-200
Closed -$6.22K – 480
2020
Q2 		$6.22K Sell
200
-400
-67% -$12K ﹤0.01% 398
2020
Q1 		$16.1K Buy
600
+200
+50% +$4.82K ﹤0.01% 341
2019
Q4 		$8.99K Hold
400
– – ﹤0.01% 424
2019
Q3 		$9K Buy
+400
New +$12.1K ﹤0.01% 400

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Advisors's WORK Position: Q3 2020 in Review

Heritage Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2020, closing a stake of 200 shares — an estimated $6.22K sold.

Heritage Wealth Advisors first reported a position in WORK in Q3 2019 and held it in 4 quarters. The position peaked at $16.1K in Q1 2020. 487 funds tracked by Wall St. Rank hold WORK as of Q3 2020.

  • Heritage Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 200 Slack Technologies, Inc. shares in Q3 2020, an estimated $6.22K.
  • Heritage Wealth Advisors first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 4 quarters.
  • Heritage Wealth Advisors's Slack Technologies, Inc. position peaked at $16.1K in Q1 2020.
  • 487 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2020.

Based on Heritage Wealth Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.