SIM
WORK

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

Sonora 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
Q3 		– Sell
-2,700
Closed -$120K – 1138
2021
Q2 		$120K Buy
2,700
+1,600
+145% +$68.5K 0.02% 259
2021
Q1 		$45K Hold
1,100
– – ﹤0.01% 652
2020
Q4 		$46K Buy
1,100
+700
+175% +$23.7K ﹤0.01% 643
2020
Q3 		$11K Hold
400
– – ﹤0.01% 1155
2020
Q2 		$12K Hold
400
– – ﹤0.01% 995
2020
Q1 		$11K Buy
+400
New +$9.65K ﹤0.01% 998

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

Sonora Investment Management's WORK Position: Q3 2021 in Review

Sonora Investment Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 2,700 shares — an estimated $120K sold.

Sonora Investment Management first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $120K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Sonora Investment Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 2,700 Slack Technologies, Inc. shares in Q3 2021, an estimated $120K.
  • Sonora Investment Management first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
  • Sonora Investment Management's Slack Technologies, Inc. position peaked at $120K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.