Jacobi Capital Management’s Slack Technologies, Inc. WORK Stock Holding History

Jacobi Capital Management’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	-353	Closed	-$16K	–	1520
2021 Q2	$16K	Buy	353 +228	+182%	+$9.76K	﹤0.01%	908
2021 Q1	$5K	Sell	125 -200	-62%	-$8.37K	﹤0.01%	1136
2020 Q4	$14K	Hold	325	–	–	﹤0.01%	809
2020 Q3	$9K	Hold	325	–	–	﹤0.01%	840
2020 Q2	$10K	Buy	325 +265	+442%	+$7.97K	﹤0.01%	787
2020 Q1	$2K	Buy	+60	New	+$1.45K	﹤0.01%	1007

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

Jacobi Capital Management's WORK Position: Q3 2021 in Review

Jacobi Capital Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 353 shares — an estimated $16K sold.

Jacobi Capital Management first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $16K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Jacobi Capital Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Jacobi Capital Management sold 353 Slack Technologies, Inc. shares in Q3 2021, an estimated $16K.
Jacobi Capital Management first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Jacobi Capital Management's Slack Technologies, Inc. position peaked at $16K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Jacobi Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.