KMG Fiduciary Partners’s Slack Technologies, Inc. WORK Stock Holding History

KMG Fiduciary Partners’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	-25,563	Closed	-$1.13M	–	210
2021 Q2	$1.13M	Sell	25,563 -1,571	-6%	-$67.2K	0.2%	95
2021 Q1	$1.1M	Buy	27,134 +105	+0.4%	+$4.39K	0.21%	90
2020 Q4	$1.14M	Buy	27,029 +573	+2%	+$19.4K	0.24%	87
2020 Q3	$711K	Buy	+26,456	New	+$778K	0.18%	96

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

KMG Fiduciary Partners's WORK Position: Q3 2021 in Review

KMG Fiduciary Partners sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 25,563 shares — an estimated $1.13M sold.

KMG Fiduciary Partners first reported a position in WORK in Q3 2020 and held it in 4 quarters. The position peaked at $1.14M in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

KMG Fiduciary Partners reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
KMG Fiduciary Partners sold 25,563 Slack Technologies, Inc. shares in Q3 2021, an estimated $1.13M.
KMG Fiduciary Partners first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 4 quarters.
KMG Fiduciary Partners's Slack Technologies, Inc. position peaked at $1.14M in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on KMG Fiduciary Partners's 13F filing for Q3 2021, filed 12 Oct 2021.