SSG
WORK

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 $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