SPIA
WORK

Steward Partners Investment Advisory’s Slack Technologies, Inc. WORK Stock Holding History

Steward Partners Investment Advisory’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
-368
Closed -$16K – 3478
2021
Q2 		$16K Sell
368
-3,752
-91% -$161K ﹤0.01% 5407
2021
Q1 		$167K Buy
4,120
+1,832
+80% +$76.6K ﹤0.01% 1375
2020
Q4 		$97K Sell
2,288
-3,497
-60% -$118K ﹤0.01% 1382
2020
Q3 		$155K Sell
5,785
-510
-8% -$15K ﹤0.01% 1050
2020
Q2 		$196K Sell
6,295
-6,505
-51% -$196K 0.01% 891
2020
Q1 		$343K Buy
12,800
+3,400
+36% +$82K 0.01% 653
2019
Q4 		$211K Sell
9,400
-4,600
-33% -$102K 0.01% 867
2019
Q3 		$332K Buy
14,000
+8,000
+133% +$242K 0.01% 700
2019
Q2 		$225K Buy
+6,000
New +$221K 0.01% 775

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

Steward Partners Investment Advisory's WORK Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 368 shares — an estimated $16K sold.

Steward Partners Investment Advisory first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $343K in Q1 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 368 Slack Technologies, Inc. shares in Q3 2021, an estimated $16K.
  • Steward Partners Investment Advisory first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
  • Steward Partners Investment Advisory's Slack Technologies, Inc. position peaked at $343K in Q1 2020.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.