Selective Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Selective Wealth 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 Q3	–	Sell	-350	Closed	-$16K	–	626
2021 Q2	$16K	Hold	350	–	–	0.01%	299
2021 Q1	$14K	Hold	350	–	–	0.01%	225
2020 Q4	$15K	Hold	350	–	–	0.01%	210
2020 Q3	$9K	Buy	+350	New	+$10.3K	0.01%	211

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

Selective Wealth Management's WORK Position: Q3 2021 in Review

Selective Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 350 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in WORK in Q3 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Selective Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Selective Wealth Management sold 350 Slack Technologies, Inc. shares in Q3 2021, an estimated $16K.
Selective Wealth Management first reported a position in Slack Technologies, Inc. in Q3 2020 and held it in 4 quarters.
Selective Wealth Management's Slack Technologies, Inc. position peaked at $16K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.