STA
WORK

Summit Trail Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Summit Trail Advisors’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
-139,159
Closed -$6.17M – 278
2021
Q2 		$6.17M Buy
+139,159
New +$5.96M 0.54% 35
2021
Q1 		– Sell
-6,090
Closed -$257K – 216
2020
Q4 		$257K Buy
+6,090
New +$206K 0.03% 160
2019
Q3 		– Sell
-38,703
Closed -$1.45M – 93
2019
Q2 		$1.45M Buy
+38,703
New +$1.43M 0.63% 24

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