Ameritas Advisory Services’s Upwork UPWK Stock Holding History

Ameritas Advisory Services’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	-620	Closed	-$6.37K	–	2409
2023 Q1	$6.37K	Buy	+620	New	+$7.38K	﹤0.01%	2076

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ameritas Advisory Services's UPWK Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Upwork (UPWK) in Q2 2023, closing a stake of 620 shares — an estimated $6.37K sold.

Ameritas Advisory Services first reported a position in UPWK in Q1 2023 and held it in 1 quarter. The position peaked at $6.37K in Q1 2023. 214 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

Ameritas Advisory Services reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 620 Upwork shares in Q2 2023, an estimated $6.37K.
Ameritas Advisory Services first reported a position in Upwork in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's Upwork position peaked at $6.37K in Q1 2023.
214 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.