Kiley Juergens Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Kiley Juergens Wealth Management’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	-20,302	Closed	-$899K	–	69
2021 Q2	$899K	Sell	20,302 -500	-2%	-$21.4K	0.41%	45
2021 Q1	$845K	Sell	20,802 -200	-1%	-$8.37K	0.44%	43
2020 Q4	$887K	Buy	21,002 +1,330	+7%	+$44.9K	0.52%	34
2020 Q3	$528K	Buy	19,672 +7,445	+61%	+$219K	0.39%	37
2020 Q2	$380K	Buy	+12,227	New	+$368K	0.32%	40

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

Kiley Juergens Wealth Management's WORK Position: Q3 2021 in Review

Kiley Juergens Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 20,302 shares — an estimated $899K sold.

Kiley Juergens Wealth Management first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $899K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Kiley Juergens Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Kiley Juergens Wealth Management sold 20,302 Slack Technologies, Inc. shares in Q3 2021, an estimated $899K.
Kiley Juergens Wealth Management first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
Kiley Juergens Wealth Management's Slack Technologies, Inc. position peaked at $899K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.