RIM
WORK

Rockbridge Investment Management’s Slack Technologies, Inc. WORK Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-327
Closed -$14K – 772
2020
Q4 		$14K Hold
327
– – ﹤0.01% 468
2020
Q3 		$9K Buy
327
+154
+89% +$4.53K ﹤0.01% 481
2020
Q2 		$5K Buy
+173
New +$5.2K ﹤0.01% 502

Other funds holding WORK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rockbridge Investment Management's WORK Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Slack Technologies, Inc. (WORK) in Q1 2021, closing a stake of 327 shares — an estimated $14K sold.

Rockbridge Investment Management first reported a position in WORK in Q2 2020 and held it in 3 quarters. The position peaked at $14K in Q4 2020. 534 funds tracked by Wall St. Rank hold WORK as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Slack Technologies, Inc. position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 327 Slack Technologies, Inc. shares in Q1 2021, an estimated $14K.
  • Rockbridge Investment Management first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's Slack Technologies, Inc. position peaked at $14K in Q4 2020.
  • 534 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.