Summit Securities Group’s Slack Technologies, Inc. WORK Stock Holding History

Summit Securities Group’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	-9,221	Closed	-$408K	–	948
2021 Q2	$408K	Sell	9,221 -12,500	-58%	-$535K	0.03%	439
2021 Q1	$883K	Sell	21,721 -2,399	-10%	-$100K	0.1%	220
2020 Q4	$1.02M	Buy	+24,120	New	+$815K	0.09%	235

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

Summit Securities Group's WORK Position: Q3 2021 in Review

Summit Securities Group sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 9,221 shares — an estimated $408K sold.

Summit Securities Group first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $1.02M in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Summit Securities Group reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Summit Securities Group sold 9,221 Slack Technologies, Inc. shares in Q3 2021, an estimated $408K.
Summit Securities Group first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Summit Securities Group's Slack Technologies, Inc. position peaked at $1.02M in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Summit Securities Group's 13F filing for Q3 2021, filed 20 Oct 2021.