Accel Wealth Management’s Upwork UPWK Stock Holding History

Accel Wealth Management’s Portfolio UPWK Stock Details UPWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-75	Closed	-$849	–	826
2023 Q1	$849	Hold	75	–	–	﹤0.01%	1185
2022 Q4	$783	Hold	75	–	–	﹤0.01%	991
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	1028
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	916
2022 Q1	$2K	Buy	+75	New	+$1.88K	﹤0.01%	885

Other funds holding UPWK

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Accel Wealth Management's UPWK Position: Q2 2023 in Review

Accel Wealth Management sold out of Upwork (UPWK) in Q2 2023, closing a stake of 75 shares — an estimated $849 sold.

Accel Wealth Management first reported a position in UPWK in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 213 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

Accel Wealth Management reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 75 Upwork shares in Q2 2023, an estimated $849.
Accel Wealth Management first reported a position in Upwork in Q1 2022 and held it in 5 quarters.
Accel Wealth Management's Upwork position peaked at $2K in Q2 2022.
213 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.