PWA
WORK

Phoenix Wealth Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Phoenix Wealth 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
Q2 		– Sell
-370
Closed -$15K – 394
2021
Q1 		$15K Sell
370
-700
-65% -$29.3K 0.01% 276
2020
Q4 		$45K Buy
+1,070
New +$36.2K 0.03% 197

Other funds holding WORK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Phoenix Wealth Advisors's WORK Position: Q2 2021 in Review

Phoenix Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q2 2021, closing a stake of 370 shares — an estimated $15K sold.

Phoenix Wealth Advisors first reported a position in WORK in Q4 2020 and held it in 2 quarters. The position peaked at $45K in Q4 2020. 529 funds tracked by Wall St. Rank hold WORK as of Q2 2021.

  • Phoenix Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q2 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 370 Slack Technologies, Inc. shares in Q2 2021, an estimated $15K.
  • Phoenix Wealth Advisors first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Slack Technologies, Inc. position peaked at $45K in Q4 2020.
  • 529 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q2 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.