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

Perennial 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	-4,943	Closed	-$219K	–	232
2021 Q2	$219K	Sell	4,943 -165	-3%	-$7.06K	0.08%	194
2021 Q1	$208K	Hold	5,108	–	–	0.08%	186
2020 Q4	$216K	Sell	5,108 -5,355	-51%	-$181K	0.09%	148
2020 Q3	$278K	Buy	10,463 +3,815	+57%	+$112K	0.14%	116
2020 Q2	$207K	Buy	+6,648	New	+$200K	0.14%	119

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

Perennial Investment Advisors's WORK Position: Q3 2021 in Review

Perennial Investment Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 4,943 shares — an estimated $219K sold.

Perennial Investment Advisors first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $278K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Perennial Investment Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Perennial Investment Advisors sold 4,943 Slack Technologies, Inc. shares in Q3 2021, an estimated $219K.
Perennial Investment Advisors first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
Perennial Investment Advisors's Slack Technologies, Inc. position peaked at $278K in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

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