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

Valeo Financial 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 Q2	–	Sell	-600	Closed	-$24K	–	2089
2021 Q1	$24K	Sell	600 -505	-46%	-$21.1K	﹤0.01%	1122
2020 Q4	$47K	Sell	1,105 -570	-34%	-$19.3K	﹤0.01%	806
2020 Q3	$45K	Sell	1,675 -1,535	-48%	-$45.2K	﹤0.01%	698
2020 Q2	$100K	Buy	3,210 +141	+5%	+$4.24K	0.01%	508
2020 Q1	$76K	Buy	3,069 +2,549	+490%	+$61.5K	0.01%	488
2019 Q4	$12K	Sell	520 -22	-4%	-$490	﹤0.01%	1072
2019 Q3	$13K	Buy	+542	New	+$16.4K	﹤0.01%	973

Other funds holding WORK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Valeo Financial Advisors's WORK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Slack Technologies, Inc. (WORK) in Q2 2021, closing a stake of 600 shares — an estimated $24K sold.

Valeo Financial Advisors first reported a position in WORK in Q3 2019 and held it in 7 quarters. The position peaked at $100K in Q2 2020. 529 funds tracked by Wall St. Rank hold WORK as of Q2 2021.

Valeo Financial Advisors reported no remaining Slack Technologies, Inc. position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 600 Slack Technologies, Inc. shares in Q2 2021, an estimated $24K.
Valeo Financial Advisors first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 7 quarters.
Valeo Financial Advisors's Slack Technologies, Inc. position peaked at $100K in Q2 2020.
529 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.