PWP
WORK

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

Principle 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
2020
Q3 		– Sell
-200
Closed -$6K – 469
2020
Q2 		$6K Buy
+200
New +$6.01K ﹤0.01% 427

Other funds holding WORK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principle Wealth Partners's WORK Position: Q3 2020 in Review

Principle Wealth Partners sold out of Slack Technologies, Inc. (WORK) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

Principle Wealth Partners first reported a position in WORK in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 487 funds tracked by Wall St. Rank hold WORK as of Q3 2020.

  • Principle Wealth Partners reported no remaining Slack Technologies, Inc. position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 200 Slack Technologies, Inc. shares in Q3 2020, an estimated $6K.
  • Principle Wealth Partners first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Slack Technologies, Inc. position peaked at $6K in Q2 2020.
  • 487 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.