Stifel Financial’s Slack Technologies, Inc. WORK Stock Holding History

Stifel Financial’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	-18,190	Closed	-$805K	–	3479
2021 Q2	$805K	Sell	18,190 -41,191	-69%	-$1.76M	﹤0.01%	2260
2021 Q1	$2.41M	Buy	59,381 +9,334	+19%	+$390K	﹤0.01%	1409
2020 Q4	$2.11M	Sell	50,047 -43,836	-47%	-$1.48M	﹤0.01%	1354
2020 Q3	$2.52M	Sell	93,883 -134,081	-59%	-$3.94M	0.01%	1099
2020 Q2	$7.09M	Buy	227,964 +189,742	+496%	+$5.7M	0.02%	611
2020 Q1	$1.03M	Buy	38,222 +16,115	+73%	+$389K	﹤0.01%	1411
2019 Q4	$484K	Buy	22,107 +12,083	+121%	+$269K	﹤0.01%	2277
2019 Q3	$231K	Buy	10,024 +1,465	+17%	+$44.4K	﹤0.01%	2578
2019 Q2	$322K	Buy	+8,559	New	+$315K	﹤0.01%	2461

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

Stifel Financial's WORK Position: Q3 2021 in Review

Stifel Financial sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 18,190 shares — an estimated $805K sold.

Stifel Financial first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $7.09M in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Stifel Financial reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Stifel Financial sold 18,190 Slack Technologies, Inc. shares in Q3 2021, an estimated $805K.
Stifel Financial first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
Stifel Financial's Slack Technologies, Inc. position peaked at $7.09M in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Stifel Financial's 13F filing for Q3 2021, filed 15 Nov 2021.