MGIA
WORK

Moneta Group Investment Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Moneta Group Investment 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
2021
Q3 		– Sell
-4,515
Closed -$200K – 482
2021
Q2 		$200K Buy
+4,515
New +$193K 0.01% 438

Other funds holding WORK

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SS
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

Moneta Group Investment Advisors's WORK Position: Q3 2021 in Review

Moneta Group Investment Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 4,515 shares — an estimated $200K sold.

Moneta Group Investment Advisors first reported a position in WORK in Q2 2021 and held it in 1 quarter. The position peaked at $200K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Moneta Group Investment Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,515 Slack Technologies, Inc. shares in Q3 2021, an estimated $200K.
  • Moneta Group Investment Advisors first reported a position in Slack Technologies, Inc. in Q2 2021 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Slack Technologies, Inc. position peaked at $200K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.