Mount Yale Investment Advisors
WORK

Mount Yale Investment Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Mount Yale 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
2019
Q4 		– Sell
-20,448
Closed -$423K – 341
2019
Q3 		$423K Buy
20,448
+1,459
+8% +$44.2K 0.08% 219
2019
Q2 		$584K Buy
+18,989
New +$699K 0.11% 157

Other funds holding WORK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SB Investment Advisers (UK)
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AEPI
AH Equity Partners I Menlo Park, California $221M AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Yale Investment Advisors's WORK Position: Q4 2019 in Review

Mount Yale Investment Advisors sold out of Slack Technologies, Inc. (WORK) in Q4 2019, closing a stake of 20,448 shares — an estimated $423K sold.

Mount Yale Investment Advisors first reported a position in WORK in Q2 2019 and held it in 2 quarters. The position peaked at $584K in Q2 2019. 282 funds tracked by Wall St. Rank hold WORK as of Q4 2019.

  • Mount Yale Investment Advisors reported no remaining Slack Technologies, Inc. position as of Q4 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 20,448 Slack Technologies, Inc. shares in Q4 2019, an estimated $423K.
  • Mount Yale Investment Advisors first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Slack Technologies, Inc. position peaked at $584K in Q2 2019.
  • 282 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q4 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.