Sigma Planning Corp’s Slack Technologies, Inc. WORK Stock Holding History

Sigma Planning Corp’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	-29,956	Closed	-$1.33M	–	1535
2021 Q2	$1.33M	Sell	29,956 -14,341	-32%	-$614K	0.04%	454
2021 Q1	$1.8M	Sell	44,297 -21,674	-33%	-$907K	0.06%	342
2020 Q4	$2.79M	Sell	65,971 -59,836	-48%	-$2.02M	0.09%	217
2020 Q3	$3.38M	Buy	125,807 +86,823	+223%	+$2.55M	0.13%	172
2020 Q2	$1.21M	Buy	+38,984	New	+$1.17M	0.05%	336

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

Sigma Planning Corp's WORK Position: Q3 2021 in Review

Sigma Planning Corp sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 29,956 shares — an estimated $1.33M sold.

Sigma Planning Corp first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $3.38M in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Sigma Planning Corp reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Sigma Planning Corp sold 29,956 Slack Technologies, Inc. shares in Q3 2021, an estimated $1.33M.
Sigma Planning Corp first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
Sigma Planning Corp's Slack Technologies, Inc. position peaked at $3.38M in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.