SWM
WORK

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

Sugarloaf 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
Q2 		– Sell
-5
Closed – – 797
2021
Q1 		$0 Hold
5
– – ﹤0.01% 801
2020
Q4 		$0 Buy
+5
New +$169 ﹤0.01% 769
2020
Q3 		– Sell
-400
Closed -$12K – 744
2020
Q2 		$12K Buy
400
+200
+100% +$6.01K ﹤0.01% 431
2020
Q1 		$5K Buy
+200
New +$4.82K ﹤0.01% 521

Other funds holding WORK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Sugarloaf Wealth Management's WORK Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q2 2021, closing a stake of 5 shares.

Sugarloaf Wealth Management first reported a position in WORK in Q1 2020 and held it in 4 quarters. The position peaked at $12K in Q2 2020. 528 funds tracked by Wall St. Rank hold WORK as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining Slack Technologies, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 5 Slack Technologies, Inc. shares in Q2 2021.
  • Sugarloaf Wealth Management first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Slack Technologies, Inc. position peaked at $12K in Q2 2020.
  • 528 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.