Next Financial Group’s Slack Technologies, Inc. WORK Stock Holding History

Next Financial Group’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	-732	Closed	-$33K	–	2867
2021 Q2	$33K	Buy	732 +151	+26%	+$6.46K	﹤0.01%	1569
2021 Q1	$24K	Sell	581 -4,053	-87%	-$170K	﹤0.01%	1580
2020 Q4	$196K	Sell	4,634 -8,491	-65%	-$287K	0.02%	718
2020 Q3	$353K	Buy	13,125 +4,122	+46%	+$121K	0.04%	452
2020 Q2	$280K	Buy	9,003 +5,929	+193%	+$178K	0.03%	441
2020 Q1	$83K	Buy	3,074 +2,688	+696%	+$64.8K	0.01%	815
2019 Q4	$9K	Hold	386	–	–	﹤0.01%	1828
2019 Q3	$9K	Hold	386	–	–	﹤0.01%	1751
2019 Q2	$14K	Buy	+386	New	+$14.2K	﹤0.01%	1591

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

Next Financial Group's WORK Position: Q3 2021 in Review

Next Financial Group sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 732 shares — an estimated $33K sold.

Next Financial Group first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $353K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Next Financial Group reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 732 Slack Technologies, Inc. shares in Q3 2021, an estimated $33K.
Next Financial Group first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
Next Financial Group's Slack Technologies, Inc. position peaked at $353K in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.