LWANC
WORK

Laurel Wealth Advisors (North Carolina)’s Slack Technologies, Inc. WORK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-5
Closed – – 792
2021
Q2 		$0 Buy
+5
New +$214 ﹤0.01% 771
2020
Q4 		– Sell
-5
Closed – – 626
2020
Q3 		$0 Buy
+5
New +$147 ﹤0.01% 564

Other funds holding WORK

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SS
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

Laurel Wealth Advisors (North Carolina)'s WORK Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 5 shares.

Laurel Wealth Advisors (North Carolina) first reported a position in WORK in Q3 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 5 Slack Technologies, Inc. shares in Q3 2021.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Slack Technologies, Inc. position peaked at $0 in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.