Truist Financial
WORK

Truist Financial’s Slack Technologies, Inc. WORK Stock Holding History

Truist Financial’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
-11,005
Closed -$488K – 2874
2021
Q2 		$488K Sell
11,005
-302
-3% -$12.9K ﹤0.01% 2074
2021
Q1 		$460K Buy
11,307
+724
+7% +$30.3K ﹤0.01% 2016
2020
Q4 		$447K Sell
10,583
-7,029
-40% -$238K ﹤0.01% 1909
2020
Q3 		$473K Sell
17,612
-5,754
-25% -$169K ﹤0.01% 1760
2020
Q2 		$726K Buy
23,366
+6,648
+40% +$200K ﹤0.01% 1430
2020
Q1 		$449K Buy
16,718
+2,380
+17% +$57.4K ﹤0.01% 1622
2019
Q4 		$322K Buy
+14,338
New +$319K ﹤0.01% 2108

Other funds holding WORK

Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Truist Financial's WORK Position: Q3 2021 in Review

Truist Financial sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 11,005 shares — an estimated $488K sold.

Truist Financial first reported a position in WORK in Q4 2019 and held it in 7 quarters. The position peaked at $726K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

  • Truist Financial reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 11,005 Slack Technologies, Inc. shares in Q3 2021, an estimated $488K.
  • Truist Financial first reported a position in Slack Technologies, Inc. in Q4 2019 and held it in 7 quarters.
  • Truist Financial's Slack Technologies, Inc. position peaked at $726K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.