Private Ocean’s Slack Technologies, Inc. WORK Stock Holding History

Private Ocean’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	-25	Closed	-$1K	–	656
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	517
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	573
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	493
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	506
2020 Q2	$0	Hold	25	–	–	﹤0.01%	601
2020 Q1	$0	Hold	25	–	–	﹤0.01%	619
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	480
2019 Q3	$1K	Buy	+25	New	+$757	﹤0.01%	593

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

Private Ocean's WORK Position: Q3 2021 in Review

Private Ocean sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 25 shares — an estimated $1K sold.

Private Ocean first reported a position in WORK in Q3 2019 and held it in 8 quarters. The position peaked at $1K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Private Ocean reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Private Ocean sold 25 Slack Technologies, Inc. shares in Q3 2021, an estimated $1K.
Private Ocean first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 8 quarters.
Private Ocean's Slack Technologies, Inc. position peaked at $1K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Private Ocean's 13F filing for Q3 2021, filed 9 Nov 2021.