Joseph P. Lucia & Associates’s Slack Technologies, Inc. WORK Stock Holding History

Joseph P. Lucia & Associates’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	-1,310	Closed	-$58K	–	636
2021 Q2	$58K	Hold	1,310	–	–	0.03%	213
2021 Q1	$53K	Sell	1,310 -20	-2%	-$837	0.02%	205
2020 Q4	$56K	Buy	+1,330	New	+$44.9K	0.04%	180
2020 Q3	–	Sell	-3,245	Closed	-$101K	–	492
2020 Q2	$101K	Buy	3,245 +760	+31%	+$22.8K	0.09%	136
2020 Q1	$67K	Buy	+2,485	New	+$59.9K	0.07%	145

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

Joseph P. Lucia & Associates's WORK Position: Q3 2021 in Review

Joseph P. Lucia & Associates sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 1,310 shares — an estimated $58K sold.

Joseph P. Lucia & Associates first reported a position in WORK in Q1 2020 and held it in 5 quarters. The position peaked at $101K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Joseph P. Lucia & Associates reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,310 Slack Technologies, Inc. shares in Q3 2021, an estimated $58K.
Joseph P. Lucia & Associates first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 5 quarters.
Joseph P. Lucia & Associates's Slack Technologies, Inc. position peaked at $101K in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2021, filed 13 Oct 2021.