Ballew Advisors’s Upwork UPWK Stock Holding History

Ballew Advisors’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
2021 Q2	–	Sell	-40,270	Closed	-$1.87M	–	128
2021 Q1	$1.87M	Buy	+40,270	New	+$1.86M	0.69%	40

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

DAM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Ballew Advisors's UPWK Position: Q2 2021 in Review

Ballew Advisors sold out of Upwork (UPWK) in Q2 2021, closing a stake of 40,270 shares — an estimated $1.87M sold.

Ballew Advisors first reported a position in UPWK in Q1 2021 and held it in 1 quarter. The position peaked at $1.87M in Q1 2021. 269 funds tracked by Wall St. Rank hold UPWK as of Q2 2021.

Ballew Advisors reported no remaining Upwork position as of Q2 2021 after selling out during the quarter.
Ballew Advisors sold 40,270 Upwork shares in Q2 2021, an estimated $1.87M.
Ballew Advisors first reported a position in Upwork in Q1 2021 and held it in 1 quarter.
Ballew Advisors's Upwork position peaked at $1.87M in Q1 2021.
269 funds tracked by Wall St. Rank held Upwork as of Q2 2021.

Based on Ballew Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.