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Baker Avenue Asset Management’s Upwork UPWK Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-79
Closed -$897 – 1434
2023
Q3 		$897 Hold
79
– – ﹤0.01% 1309
2023
Q2 		$738 Sell
79
-9
-10% -$82 ﹤0.01% 1275
2023
Q1 		$996 Buy
88
+41
+87% +$488 ﹤0.01% 1180
2022
Q4 		$491 Buy
+47
New +$580 ﹤0.01% 1323

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FGAM
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AA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Baker Avenue Asset Management's UPWK Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Upwork (UPWK) in Q4 2023, closing a stake of 79 shares — an estimated $897 sold.

Baker Avenue Asset Management first reported a position in UPWK in Q4 2022 and held it in 4 quarters. The position peaked at $996 in Q1 2023. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Upwork position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 79 Upwork shares in Q4 2023, an estimated $897.
  • Baker Avenue Asset Management first reported a position in Upwork in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Upwork position peaked at $996 in Q1 2023.
  • 258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.