Perigon Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Perigon Wealth Management’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	-7,723	Closed	-$342K	–	566
2021 Q2	$342K	Buy	7,723 +19	+0.2%	+$813	0.03%	376
2021 Q1	$313K	Sell	7,704 -888	-10%	-$37.1K	0.03%	383
2020 Q4	$363K	Sell	8,592 -35,794	-81%	-$1.21M	0.04%	304
2020 Q3	$1.19M	Buy	44,386 +16,023	+56%	+$471K	0.17%	107
2020 Q2	$882K	Buy	28,363 +11,020	+64%	+$331K	0.14%	119
2020 Q1	$428K	Buy	+17,343	New	+$418K	0.08%	190

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

Perigon Wealth Management's WORK Position: Q3 2021 in Review

Perigon Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 7,723 shares — an estimated $342K sold.

Perigon Wealth Management first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $1.19M in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Perigon Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Perigon Wealth Management sold 7,723 Slack Technologies, Inc. shares in Q3 2021, an estimated $342K.
Perigon Wealth Management first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Perigon Wealth Management's Slack Technologies, Inc. position peaked at $1.19M in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Perigon Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.