SPIO
WORK

Seven Post Investment Office’s Slack Technologies, Inc. WORK Stock Holding History

Seven Post Investment Office’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
-446,261
Closed -$19.8M – 55
2021
Q2 		$19.8M Buy
+446,261
New +$19.1M 5.98% 6

Other funds holding WORK

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SS
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