LWM
WORK

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

Liberty 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
2020
Q4 		– Sell
-500
Closed -$13K – 1106
2020
Q3 		$13K Buy
+500
New +$14.7K 0.01% 481

Other funds holding WORK

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Liberty Wealth Management's WORK Position: Q4 2020 in Review

Liberty Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q4 2020, closing a stake of 500 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in WORK in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 588 funds tracked by Wall St. Rank hold WORK as of Q4 2020.

  • Liberty Wealth Management reported no remaining Slack Technologies, Inc. position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 500 Slack Technologies, Inc. shares in Q4 2020, an estimated $13K.
  • Liberty Wealth Management first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Slack Technologies, Inc. position peaked at $13K in Q3 2020.
  • 588 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.