Bellwether Advisors’s Upwork UPWK Stock Holding History

Bellwether 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
2022 Q2	–	Sell	-121	Closed	-$2K	–	583
2022 Q1	$2K	Hold	121	–	–	﹤0.01%	479
2021 Q4	$4K	Buy	+121	New	+$5.35K	﹤0.01%	430

Other funds holding UPWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellwether Advisors's UPWK Position: Q2 2022 in Review

Bellwether Advisors sold out of Upwork (UPWK) in Q2 2022, closing a stake of 121 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in UPWK in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 225 funds tracked by Wall St. Rank hold UPWK as of Q2 2022.

Bellwether Advisors reported no remaining Upwork position as of Q2 2022 after selling out during the quarter.
Bellwether Advisors sold 121 Upwork shares in Q2 2022, an estimated $2K.
Bellwether Advisors first reported a position in Upwork in Q4 2021 and held it in 2 quarters.
Bellwether Advisors's Upwork position peaked at $4K in Q4 2021.
225 funds tracked by Wall St. Rank held Upwork as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.