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Advisor Group’s Upwork UPWK Stock Holding History

Advisor Group’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
2019
Q4 		$22K Sell
2,100
-500
-19% -$6.3K ﹤0.01% 3908
2019
Q3 		$35K Buy
2,600
+1,350
+108% +$20.6K ﹤0.01% 3640
2019
Q2 		$20K Buy
+1,250
New +$21.5K ﹤0.01% 3985

Other funds holding UPWK

APG
Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Advisor Group's UPWK Position: Q4 2019 in Review

Advisor Group reduced its Upwork (UPWK) stake by 19% in Q4 2019, selling an estimated $6.3K and leaving 2,100 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

Advisor Group first reported a position in UPWK in Q2 2019 and has held it in 3 quarters since. The position peaked at $35K in Q3 2019. 143 funds tracked by Wall St. Rank hold UPWK as of Q4 2019.

  • Advisor Group held 2,100 shares of Upwork worth $22K as of Q4 2019.
  • Advisor Group sold 500 Upwork shares in Q4 2019, an estimated $6.3K.
  • Upwork made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3908 holding.
  • Advisor Group first reported a position in Upwork in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's Upwork position peaked at $35K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Upwork as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.