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

IFP 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	-1,905	Closed	-$84K	–	3518
2021 Q2	$84K	Sell	1,905 -496	-21%	-$21.2K	﹤0.01%	1317
2021 Q1	$95K	Sell	2,401 -1,300	-35%	-$54.4K	﹤0.01%	1194
2020 Q4	$153K	Sell	3,701 -870	-19%	-$29.4K	0.01%	923
2020 Q3	$124K	Buy	4,571 +325	+8%	+$9.56K	0.01%	895
2020 Q2	$131K	Sell	4,246 -89	-2%	-$2.68K	0.01%	824
2020 Q1	$121K	Buy	4,335 +3,685	+567%	+$88.9K	0.01%	754
2019 Q4	$15K	Sell	650 -150	-19%	-$3.34K	﹤0.01%	1760
2019 Q3	$18K	Buy	+800	New	+$24.2K	﹤0.01%	1819

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

IFP Advisors's WORK Position: Q3 2021 in Review

IFP Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 1,905 shares — an estimated $84K sold.

IFP Advisors first reported a position in WORK in Q3 2019 and held it in 8 quarters. The position peaked at $153K in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

IFP Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
IFP Advisors sold 1,905 Slack Technologies, Inc. shares in Q3 2021, an estimated $84K.
IFP Advisors first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 8 quarters.
IFP Advisors's Slack Technologies, Inc. position peaked at $153K in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on IFP Advisors's 13F filing for Q3 2021, filed 6 Oct 2021.