Lenox Wealth Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Lenox Wealth Advisors’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
2020 Q4	–	Sell	-825	Closed	-$22K	–	697
2020 Q3	$22K	Hold	825	–	–	﹤0.01%	275
2020 Q2	$26K	Buy	825 +75	+10%	+$2.25K	﹤0.01%	253
2020 Q1	$20K	Hold	750	–	–	﹤0.01%	267
2019 Q4	$17K	Hold	750	–	–	﹤0.01%	363
2019 Q3	$18K	Buy	+750	New	+$22.7K	﹤0.01%	308

Other funds holding WORK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lenox Wealth Advisors's WORK Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q4 2020, closing a stake of 825 shares — an estimated $22K sold.

Lenox Wealth Advisors first reported a position in WORK in Q3 2019 and held it in 5 quarters. The position peaked at $26K in Q2 2020. 588 funds tracked by Wall St. Rank hold WORK as of Q4 2020.

Lenox Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 825 Slack Technologies, Inc. shares in Q4 2020, an estimated $22K.
Lenox Wealth Advisors first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 5 quarters.
Lenox Wealth Advisors's Slack Technologies, Inc. position peaked at $26K in Q2 2020.
588 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.