Raymond James Trust’s Slack Technologies, Inc. WORK Stock Holding History

Raymond James Trust’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	-8,092	Closed	-$358K	–	1181
2021 Q2	$358K	Hold	8,092	–	–	0.01%	778
2021 Q1	$329K	Sell	8,092 -517	-6%	-$21.6K	0.01%	785
2020 Q4	$364K	Sell	8,609 -1,428	-14%	-$48.3K	0.01%	674
2020 Q3	$270K	Buy	+10,037	New	+$295K	0.01%	744

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

Raymond James Trust's WORK Position: Q3 2021 in Review

Raymond James Trust sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 8,092 shares — an estimated $358K sold.

Raymond James Trust first reported a position in WORK in Q3 2020 and held it in 4 quarters. The position peaked at $364K in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Raymond James Trust reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Raymond James Trust sold 8,092 Slack Technologies, Inc. shares in Q3 2021, an estimated $358K.
Raymond James Trust first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 4 quarters.
Raymond James Trust's Slack Technologies, Inc. position peaked at $364K in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Raymond James Trust's 13F filing for Q3 2021, filed 18 Oct 2021.