Sheaff Brock Investment Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Sheaff Brock Investment Advisors’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	-8,645	Closed	-$383K	–	574
2021 Q2	$383K	Hold	8,645	–	–	0.03%	316
2021 Q1	$352K	Hold	8,645	–	–	0.03%	318
2020 Q4	$365K	Sell	8,645 -400	-4%	-$13.5K	0.03%	295
2020 Q3	$243K	Buy	9,045 +600	+7%	+$17.6K	0.02%	344
2020 Q2	$263K	Sell	8,445 -200	-2%	-$6.01K	0.03%	335
2020 Q1	$232K	Buy	+8,645	New	+$208K	0.03%	309
2019 Q3	–	Sell	-8,700	Closed	-$326K	–	507
2019 Q2	$326K	Buy	+8,700	New	+$320K	0.04%	322

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

Sheaff Brock Investment Advisors's WORK Position: Q3 2021 in Review

Sheaff Brock Investment Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 8,645 shares — an estimated $383K sold.

Sheaff Brock Investment Advisors first reported a position in WORK in Q2 2019 and held it in 7 quarters. The position peaked at $383K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Sheaff Brock Investment Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 8,645 Slack Technologies, Inc. shares in Q3 2021, an estimated $383K.
Sheaff Brock Investment Advisors first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Slack Technologies, Inc. position peaked at $383K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.