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Advisornet Financial’s Upwork UPWK Stock Holding History

Advisornet Financial’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
2020
Q4 		– Sell
-500
Closed -$9K – 1841
2020
Q3 		$9K Hold
500
– – ﹤0.01% 1316
2020
Q2 		$7K Hold
500
– – ﹤0.01% 1397
2020
Q1 		$3K Hold
500
– – ﹤0.01% 1539
2019
Q4 		$5K Sell
500
-500
-50% -$6.3K ﹤0.01% 1563
2019
Q3 		$13K Hold
1,000
– – ﹤0.01% 1313
2019
Q2 		$16K Hold
1,000
– – ﹤0.01% 1122
2019
Q1 		$19K Hold
1,000
– – ﹤0.01% 1015
2018
Q4 		$18K Buy
+1,000
New +$18.6K ﹤0.01% 957

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return