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

Lyell 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
2021 Q3	–	Sell	-4,593	Closed	-$203K	–	192
2021 Q2	$203K	Sell	4,593 -547	-11%	-$23.4K	0.03%	184
2021 Q1	$209K	Sell	5,140 -81,538	-94%	-$3.41M	0.03%	165
2020 Q4	$3.66M	Sell	86,678 -30,809	-26%	-$1.04M	0.58%	60
2020 Q3	$3.16M	Buy	+117,487	New	+$3.46M	0.59%	60

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

Lyell Wealth Management's WORK Position: Q3 2021 in Review

Lyell Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 4,593 shares — an estimated $203K sold.

Lyell Wealth Management first reported a position in WORK in Q3 2020 and held it in 4 quarters. The position peaked at $3.66M in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Lyell Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Lyell Wealth Management sold 4,593 Slack Technologies, Inc. shares in Q3 2021, an estimated $203K.
Lyell Wealth Management first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 4 quarters.
Lyell Wealth Management's Slack Technologies, Inc. position peaked at $3.66M in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Lyell Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.