AWS
UPWK icon

Atria Wealth Solutions’s Upwork UPWK Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-17,593
Closed -$189K – 2055
2024
Q2 		$189K Buy
+17,593
New +$200K ﹤0.01% 1795

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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Atria Wealth Solutions's UPWK Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Upwork (UPWK) in Q3 2024, closing a stake of 17,593 shares — an estimated $189K sold.

Atria Wealth Solutions first reported a position in UPWK in Q2 2024 and held it in 1 quarter. The position peaked at $189K in Q2 2024. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,593 Upwork shares in Q3 2024, an estimated $189K.
  • Atria Wealth Solutions first reported a position in Upwork in Q2 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Upwork position peaked at $189K in Q2 2024.
  • 220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.