Level Four Financial’s Slack Technologies, Inc. WORK Stock Holding History

Level Four Financial’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	-5,100	Closed	-$226K	–	347
2021 Q2	$226K	Hold	5,100	–	–	0.1%	268
2021 Q1	$207K	Sell	5,100 -540	-10%	-$22.6K	0.1%	257
2020 Q4	$238K	Buy	+5,640	New	+$191K	0.1%	247

Other funds holding WORK

CCM

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Level Four Financial's WORK Position: Q3 2021 in Review

Level Four Financial sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 5,100 shares — an estimated $226K sold.

Level Four Financial first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $238K in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Level Four Financial reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Level Four Financial sold 5,100 Slack Technologies, Inc. shares in Q3 2021, an estimated $226K.
Level Four Financial first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Level Four Financial's Slack Technologies, Inc. position peaked at $238K in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.