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

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services's WORK Position: Q3 2021 in Review

Kestra Advisory Services sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 11,364 shares — an estimated $503K sold.

Kestra Advisory Services first reported a position in WORK in Q3 2020 and held it in 4 quarters. The position peaked at $1.11M in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Kestra Advisory Services reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Kestra Advisory Services sold 11,364 Slack Technologies, Inc. shares in Q3 2021, an estimated $503K.
Kestra Advisory Services first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 4 quarters.
Kestra Advisory Services's Slack Technologies, Inc. position peaked at $1.11M in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Kestra Advisory Services's 13F filing for Q3 2021, filed 19 Oct 2021.