TCI Wealth Advisors’s Slack Technologies, Inc. WORK Stock Holding History

TCI Wealth 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	-152	Closed	-$7K	–	2680
2021 Q2	$7K	Buy	152 +11	+8%	+$471	﹤0.01%	1265
2021 Q1	$6K	Buy	141 +71	+101%	+$2.97K	﹤0.01%	1200
2020 Q4	$3K	Buy	70 +5	+8%	+$169	﹤0.01%	1165
2020 Q3	$2K	Hold	65	–	–	﹤0.01%	1226
2020 Q2	$2K	Buy	65 +33	+103%	+$992	﹤0.01%	1171
2020 Q1	$1K	Buy	+32	New	+$772	﹤0.01%	1415

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

TCI Wealth Advisors's WORK Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 152 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $7K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

TCI Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 152 Slack Technologies, Inc. shares in Q3 2021, an estimated $7K.
TCI Wealth Advisors first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
TCI Wealth Advisors's Slack Technologies, Inc. position peaked at $7K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.