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

Spire 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	-2,618	Closed	-$116K	–	2696
2021 Q2	$116K	Sell	2,618 -178	-6%	-$7.62K	﹤0.01%	1141
2021 Q1	$114K	Buy	+2,796	New	+$117K	﹤0.01%	1352

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

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

Spire Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 2,618 shares — an estimated $116K sold.

Spire Wealth Management first reported a position in WORK in Q1 2021 and held it in 2 quarters. The position peaked at $116K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Spire Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Spire Wealth Management sold 2,618 Slack Technologies, Inc. shares in Q3 2021, an estimated $116K.
Spire Wealth Management first reported a position in Slack Technologies, Inc. in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Slack Technologies, Inc. position peaked at $116K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.