Kestra Private Wealth Services
WORK

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

Kestra Private Wealth 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
-15,488
Closed -$686K – 989
2021
Q2 		$686K Sell
15,488
-436
-3% -$18.7K 0.04% 433
2021
Q1 		$647K Sell
15,924
-1,967
-11% -$82.3K 0.05% 396
2020
Q4 		$757K Sell
17,891
-16,351
-48% -$553K 0.06% 340
2020
Q3 		$927K Buy
+34,242
New +$1.01M 0.08% 256

Other funds holding WORK

Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Kestra Private Wealth Services's WORK Position: Q3 2021 in Review

Kestra Private Wealth Services sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 15,488 shares — an estimated $686K sold.

Kestra Private Wealth Services first reported a position in WORK in Q3 2020 and held it in 4 quarters. The position peaked at $927K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Kestra Private Wealth Services reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 15,488 Slack Technologies, Inc. shares in Q3 2021, an estimated $686K.
  • Kestra Private Wealth Services first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 4 quarters.
  • Kestra Private Wealth Services's Slack Technologies, Inc. position peaked at $927K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Kestra Private Wealth Services's 13F filing for Q3 2021, filed 21 Oct 2021.