PAS
WORK

Partnervest Advisory Services’s Slack Technologies, Inc. WORK Stock Holding History

Partnervest Advisory Services’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
2020
Q3 		– Sell
-6,559
Closed -$204K – 279
2020
Q2 		$204K Sell
6,559
-6,625
-50% -$199K 0.08% 203
2020
Q1 		$354K Buy
+13,184
New +$318K 0.16% 110

Other funds holding WORK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Partnervest Advisory Services's WORK Position: Q3 2020 in Review

Partnervest Advisory Services sold out of Slack Technologies, Inc. (WORK) in Q3 2020, closing a stake of 6,559 shares — an estimated $204K sold.

Partnervest Advisory Services first reported a position in WORK in Q1 2020 and held it in 2 quarters. The position peaked at $354K in Q1 2020. 487 funds tracked by Wall St. Rank hold WORK as of Q3 2020.

  • Partnervest Advisory Services reported no remaining Slack Technologies, Inc. position as of Q3 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 6,559 Slack Technologies, Inc. shares in Q3 2020, an estimated $204K.
  • Partnervest Advisory Services first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 2 quarters.
  • Partnervest Advisory Services's Slack Technologies, Inc. position peaked at $354K in Q1 2020.
  • 487 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.