VCM
WORK

Vivaldi Capital Management’s Slack Technologies, Inc. WORK Stock Holding History

Vivaldi Capital Management’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
-14,474
Closed -$641K – 393
2021
Q2 		$641K Buy
14,474
+1,849
+15% +$79.1K 0.13% 119
2021
Q1 		$513K Buy
12,625
+7,642
+153% +$320K 0.1% 140
2020
Q4 		$210K Buy
+4,983
New +$168K 0.04% 240

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