PFGIA
WORK

Patriot Financial Group Insurance Agency’s Slack Technologies, Inc. WORK Stock Holding History

Patriot Financial Group Insurance Agency’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
-150
Closed -$7K – 2288
2021
Q2 		$7K Hold
150
– – ﹤0.01% 1575
2021
Q1 		$6K Sell
150
-50
-25% -$2.09K ﹤0.01% 1526
2020
Q4 		$8K Sell
200
-1,224
-86% -$41.4K ﹤0.01% 1311
2020
Q3 		$38K Sell
1,424
-366
-20% -$10.8K 0.01% 605
2020
Q2 		$56K Buy
1,790
+1,640
+1,093% +$49.3K 0.02% 489
2020
Q1 		$4K Buy
+150
New +$3.62K ﹤0.01% 1169
2019
Q4 		– Sell
-1,000
Closed -$24K – 1493
2019
Q3 		$24K Buy
+1,000
New +$30.3K 0.01% 600

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

Patriot Financial Group Insurance Agency's WORK Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 150 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in WORK in Q3 2019 and held it in 7 quarters. The position peaked at $56K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 150 Slack Technologies, Inc. shares in Q3 2021, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Slack Technologies, Inc. position peaked at $56K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.