JMPWA
WORK

JP Morgan Private Wealth Advisors’s Slack Technologies, Inc. WORK Stock Holding History

JP Morgan Private Wealth 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
-22,255
Closed -$986K – 2017
2021
Q2 		$986K Buy
22,255
+2,266
+11% +$97K ﹤0.01% 1206
2021
Q1 		$812K Sell
19,989
-2,883
-13% -$121K ﹤0.01% 1133
2020
Q4 		$966K Sell
22,872
-9,223
-29% -$312K ﹤0.01% 1020
2020
Q3 		$862K Buy
32,095
+14,111
+78% +$415K ﹤0.01% 939
2020
Q2 		$559K Buy
17,984
+3,729
+26% +$112K ﹤0.01% 1040
2020
Q1 		$383K Sell
14,255
-983
-6% -$23.7K ﹤0.01% 1039
2019
Q4 		$343K Sell
15,238
-53,867
-78% -$1.2M ﹤0.01% 1180
2019
Q3 		$1.64M Buy
69,105
+25,784
+60% +$781K 0.01% 623
2019
Q2 		$1.63M Buy
+43,321
New +$1.6M 0.01% 632

Other funds holding WORK

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SS
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

JP Morgan Private Wealth Advisors's WORK Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 22,255 shares — an estimated $986K sold.

JP Morgan Private Wealth Advisors first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $1.64M in Q3 2019. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 22,255 Slack Technologies, Inc. shares in Q3 2021, an estimated $986K.
  • JP Morgan Private Wealth Advisors first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
  • JP Morgan Private Wealth Advisors's Slack Technologies, Inc. position peaked at $1.64M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.