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Avior Wealth Management’s Upwork UPWK Stock Holding History

Avior 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
Q2 		– Sell
-25
Closed -$306 – 3665
2024
Q1 		$306 Buy
+25
New +$340 ﹤0.01% 2720

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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
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avior Wealth Management's UPWK Position: Q2 2024 in Review

Avior Wealth Management sold out of Upwork (UPWK) in Q2 2024, closing a stake of 25 shares — an estimated $306 sold.

Avior Wealth Management first reported a position in UPWK in Q1 2024 and held it in 1 quarter. The position peaked at $306 in Q1 2024. 249 funds tracked by Wall St. Rank hold UPWK as of Q2 2024.

  • Avior Wealth Management reported no remaining Upwork position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 25 Upwork shares in Q2 2024, an estimated $306.
  • Avior Wealth Management first reported a position in Upwork in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Upwork position peaked at $306 in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Upwork as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.