KAS
WORK

Kestra Advisory Services’s Slack Technologies, Inc. WORK Stock Holding History

Kestra Advisory Services’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
-11,364
Closed -$503K – 2207
2021
Q2 		$503K Sell
11,364
-781
-6% -$33.4K 0.01% 1278
2021
Q1 		$493K Sell
12,145
-14,154
-54% -$592K 0.01% 1199
2020
Q4 		$1.11M Buy
26,299
+8,675
+49% +$293K 0.01% 825
2020
Q3 		$473K Buy
+17,624
New +$518K 0.01% 913

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