Independent Advisor Alliance’s Slack Technologies, Inc. WORK Stock Holding History

Independent Advisor Alliance’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	-7,725	Closed	-$342K	–	687
2021 Q2	$342K	Sell	7,725 -78	-1%	-$3.34K	0.02%	478
2021 Q1	$317K	Sell	7,803 -3,646	-32%	-$153K	0.02%	477
2020 Q4	$484K	Sell	11,449 -1,387	-11%	-$46.9K	0.03%	351
2020 Q3	$345K	Sell	12,836 -9,117	-42%	-$268K	0.03%	361
2020 Q2	$683K	Buy	21,953 +12,199	+125%	+$367K	0.07%	212
2020 Q1	$262K	Buy	+9,754	New	+$235K	0.04%	304

Other funds holding WORK

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's WORK Position: Q3 2021 in Review

Independent Advisor Alliance sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 7,725 shares — an estimated $342K sold.

Independent Advisor Alliance first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $683K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Independent Advisor Alliance reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Independent Advisor Alliance sold 7,725 Slack Technologies, Inc. shares in Q3 2021, an estimated $342K.
Independent Advisor Alliance first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Independent Advisor Alliance's Slack Technologies, Inc. position peaked at $683K in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Independent Advisor Alliance's 13F filing for Q3 2021, filed 1 Nov 2021.