Independent Financial Group’s Slack Technologies, Inc. WORK Stock Holding History

Independent Financial Group’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	-4,982	Closed	-$221K	–	771
2021 Q2	$221K	Sell	4,982 -801	-14%	-$34.3K	0.02%	635
2021 Q1	$235K	Buy	5,783 +380	+7%	+$15.9K	0.03%	541
2020 Q4	$228K	Sell	5,403 -6,983	-56%	-$236K	0.03%	494
2020 Q3	$333K	Buy	12,386 +4,959	+67%	+$146K	0.06%	331
2020 Q2	$231K	Sell	7,427 -1,297	-15%	-$39K	0.05%	381
2020 Q1	$234K	Buy	+8,724	New	+$210K	0.07%	297

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

Independent Financial Group's WORK Position: Q3 2021 in Review

Independent Financial Group sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 4,982 shares — an estimated $221K sold.

Independent Financial Group first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $333K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Independent Financial Group reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Independent Financial Group sold 4,982 Slack Technologies, Inc. shares in Q3 2021, an estimated $221K.
Independent Financial Group first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Independent Financial Group's Slack Technologies, Inc. position peaked at $333K in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Independent Financial Group's 13F filing for Q3 2021, filed 15 Jun 2026.