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
Q1 		– Sell
-988
Closed -$4.17M – 828
2020
Q4 		$4.17M Buy
+988
New +$33.4K 0.35% 73

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

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.