AWM
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AE Wealth Management’s Upwork UPWK Stock Holding History

AE 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
2024
Q1 		– Sell
-29,343
Closed -$413K – 1944
2023
Q4 		$413K Buy
+29,343
New +$378K ﹤0.01% 1551

Other funds holding UPWK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AE Wealth Management's UPWK Position: Q1 2024 in Review

AE Wealth Management sold out of Upwork (UPWK) in Q1 2024, closing a stake of 29,343 shares — an estimated $413K sold.

AE Wealth Management first reported a position in UPWK in Q4 2023 and held it in 1 quarter. The position peaked at $413K in Q4 2023. 250 funds tracked by Wall St. Rank hold UPWK as of Q1 2024.

  • AE Wealth Management reported no remaining Upwork position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 29,343 Upwork shares in Q1 2024, an estimated $413K.
  • AE Wealth Management first reported a position in Upwork in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Upwork position peaked at $413K in Q4 2023.
  • 250 funds tracked by Wall St. Rank held Upwork as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.