Personal Wealth Partners’s Slack Technologies, Inc. WORK Stock Holding History

Personal Wealth Partners’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	-500	Closed	-$22K	–	432
2021 Q2	$22K	Buy	+500	New	+$21.4K	0.01%	203

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

Personal Wealth Partners's WORK Position: Q3 2021 in Review

Personal Wealth Partners sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 500 shares — an estimated $22K sold.

Personal Wealth Partners first reported a position in WORK in Q2 2021 and held it in 1 quarter. The position peaked at $22K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Personal Wealth Partners reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 500 Slack Technologies, Inc. shares in Q3 2021, an estimated $22K.
Personal Wealth Partners first reported a position in Slack Technologies, Inc. in Q2 2021 and held it in 1 quarter.
Personal Wealth Partners's Slack Technologies, Inc. position peaked at $22K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.