Lindbrook Capital’s Slack Technologies, Inc. WORK Stock Holding History

Lindbrook Capital’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	-5,648	Closed	-$250K	–	2073
2021 Q2	$250K	Buy	5,648 +82	+1%	+$3.51K	0.06%	142
2021 Q1	$226K	Sell	5,566 -68	-1%	-$2.84K	0.05%	142
2020 Q4	$238K	Buy	5,634 +40	+0.7%	+$1.35K	0.06%	126
2020 Q3	$150K	Buy	5,594 +148	+3%	+$4.35K	0.04%	155
2020 Q2	$169K	Hold	5,446	–	–	0.05%	136
2020 Q1	$146K	Buy	5,446 +3,000	+123%	+$72.4K	0.06%	134
2019 Q4	$55K	Buy	2,446 +500	+26%	+$11.1K	0.02%	418
2019 Q3	$46K	Buy	+1,946	New	+$59K	0.02%	452

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

Lindbrook Capital's WORK Position: Q3 2021 in Review

Lindbrook Capital sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 5,648 shares — an estimated $250K sold.

Lindbrook Capital first reported a position in WORK in Q3 2019 and held it in 8 quarters. The position peaked at $250K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Lindbrook Capital reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Lindbrook Capital sold 5,648 Slack Technologies, Inc. shares in Q3 2021, an estimated $250K.
Lindbrook Capital first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 8 quarters.
Lindbrook Capital's Slack Technologies, Inc. position peaked at $250K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Lindbrook Capital's 13F filing for Q3 2021, filed 5 Nov 2021.