BFEC
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Benjamin F. Edwards & Company’s Upwork UPWK Stock Holding History

Benjamin F. Edwards & Company’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 		$1K Sell
100
-414
-81% -$4.7K ﹤0.01% 2113
2024
Q1 		$6K Sell
514
-350
-41% -$4.76K ﹤0.01% 1835
2023
Q4 		$13K Sell
864
-1,166
-57% -$15K ﹤0.01% 1599
2023
Q3 		$23K Sell
2,030
-334
-14% -$4.15K ﹤0.01% 1237
2023
Q2 		$22K Sell
2,364
-1,081
-31% -$9.79K ﹤0.01% 1258
2023
Q1 		$39K Sell
3,445
-2,150
-38% -$25.6K ﹤0.01% 1154
2022
Q4 		$58K Sell
5,595
-511
-8% -$6.3K ﹤0.01% 1046
2022
Q3 		$83K Sell
6,106
-2,000
-25% -$37.6K ﹤0.01% 919
2022
Q2 		$168K Sell
8,106
-758
-9% -$14.9K 0.01% 716
2022
Q1 		$206K Sell
8,864
-24
-0.3% -$601 0.01% 679
2021
Q4 		$304K Sell
8,888
-2
-0% -$88 0.01% 578
2021
Q3 		$400K Hold
8,890
– – 0.02% 493
2021
Q2 		$518K Hold
8,890
– – 0.03% 443
2021
Q1 		$398K Buy
8,890
+1,500
+20% +$69.2K 0.02% 509
2020
Q4 		$255K Sell
7,390
-275
-4% -$7.86K 0.02% 576
2020
Q3 		$134K Buy
7,665
+581
+8% +$8.7K 0.01% 683
2020
Q2 		$102K Buy
7,084
+2,125
+43% +$22.3K 0.01% 735
2020
Q1 		$32K Buy
4,959
+2,788
+128% +$23.9K ﹤0.01% 950
2019
Q4 		$23K Sell
2,171
-1,550
-42% -$19.5K ﹤0.01% 1200
2019
Q3 		$50K Sell
3,721
-1,125
-23% -$17.2K ﹤0.01% 934
2019
Q2 		$78K Buy
4,846
+3,196
+194% +$55.1K 0.01% 776
2019
Q1 		$32K Sell
1,650
-200
-11% -$4.1K ﹤0.01% 1000
2018
Q4 		$34K Buy
+1,850
New +$34.4K ﹤0.01% 943

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Benjamin F. Edwards & Company's UPWK Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Upwork (UPWK) stake by 81% in Q2 2024, selling an estimated $4.7K and leaving 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Benjamin F. Edwards & Company first reported a position in UPWK in Q4 2018 and has held it in 23 quarters since. The position peaked at $518K in Q2 2021. 250 funds tracked by Wall St. Rank hold UPWK as of Q2 2024.

  • Benjamin F. Edwards & Company held 100 shares of Upwork worth $1K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 414 Upwork shares in Q2 2024, an estimated $4.7K.
  • Upwork made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2113 holding.
  • Benjamin F. Edwards & Company first reported a position in Upwork in Q4 2018 and has held it in 23 quarters since.
  • Benjamin F. Edwards & Company's Upwork position peaked at $518K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Upwork as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.