Lake Point Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Lake Point 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	-75	Closed	-$3K	–	475
2021 Q2	$3K	Buy	+75	New	+$3.21K	﹤0.01%	315
2020 Q1	$2K	Buy	75 +25	+50%	+$603	﹤0.01%	287
2019 Q4	$1K	Buy	+50	New	+$1.11K	﹤0.01%	589

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

Lake Point Wealth Management's WORK Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 75 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in WORK in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Lake Point Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Lake Point Wealth Management sold 75 Slack Technologies, Inc. shares in Q3 2021, an estimated $3K.
Lake Point Wealth Management first reported a position in Slack Technologies, Inc. in Q4 2019 and held it in 3 quarters.
Lake Point Wealth Management's Slack Technologies, Inc. position peaked at $3K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.