SIAP
WORK

Sterling Investment Advisors (Pennsylvania)’s Slack Technologies, Inc. WORK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-900
Closed -$40K – 622
2021
Q2 		$40K Sell
900
-324
-26% -$13.9K 0.01% 282
2021
Q1 		$50K Hold
1,224
– – 0.02% 238
2020
Q4 		$52K Sell
1,224
-61
-5% -$2.06K 0.02% 221
2020
Q3 		$35K Buy
1,285
+45
+4% +$1.32K 0.01% 247
2020
Q2 		$38K Hold
1,240
– – 0.02% 238
2020
Q1 		$33K Hold
1,240
– – 0.02% 224
2019
Q4 		$27K Hold
1,240
– – 0.01% 270
2019
Q3 		$29K Buy
1,240
+500
+68% +$15.1K 0.01% 260
2019
Q2 		$28K Buy
+740
New +$27.2K 0.01% 271

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

Sterling Investment Advisors (Pennsylvania)'s WORK Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 900 shares — an estimated $40K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $52K in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 900 Slack Technologies, Inc. shares in Q3 2021, an estimated $40K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Slack Technologies, Inc. position peaked at $52K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.