Roberts, Glore & Co’s Slack Technologies, Inc. WORK Stock Holding History

Roberts, Glore & Co’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	-7,725	Closed	-$342K	–	206
2021 Q2	$342K	Hold	7,725	–	–	0.1%	149
2021 Q1	$314K	Buy	7,725 +1,275	+20%	+$53.3K	0.1%	148
2020 Q4	$272K	Buy	+6,450	New	+$218K	0.09%	151
2020 Q3	–	Sell	-6,550	Closed	-$203K	–	184
2020 Q2	$203K	Buy	+6,550	New	+$197K	0.08%	162

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

Roberts, Glore & Co's WORK Position: Q3 2021 in Review

Roberts, Glore & Co sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 7,725 shares — an estimated $342K sold.

Roberts, Glore & Co first reported a position in WORK in Q2 2020 and held it in 4 quarters. The position peaked at $342K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Roberts, Glore & Co reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Roberts, Glore & Co sold 7,725 Slack Technologies, Inc. shares in Q3 2021, an estimated $342K.
Roberts, Glore & Co first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 4 quarters.
Roberts, Glore & Co's Slack Technologies, Inc. position peaked at $342K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Roberts, Glore & Co's 13F filing for Q3 2021, filed 12 Nov 2021.