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Berman Capital Advisors’s Upwork UPWK Stock Holding History

Berman Capital 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
Q3 		$4K Sell
95
-225
-70% -$11K ﹤0.01% 1518
2021
Q2 		$18K Buy
320
+4
+1% +$188 ﹤0.01% 955
2021
Q1 		$14K Buy
316
+249
+372% +$11.5K ﹤0.01% 931
2020
Q4 		$2K Buy
+67
New +$1.92K ﹤0.01% 1443

Other funds holding UPWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

Berman Capital Advisors's UPWK Position: Q3 2021 in Review

Berman Capital Advisors reduced its Upwork (UPWK) stake by 70% in Q3 2021, selling an estimated $11K and leaving 95 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Berman Capital Advisors first reported a position in UPWK in Q4 2020 and has held it in 4 quarters since. The position peaked at $18K in Q2 2021. 278 funds tracked by Wall St. Rank hold UPWK as of Q3 2021.

  • Berman Capital Advisors held 95 shares of Upwork worth $4K as of Q3 2021.
  • Berman Capital Advisors sold 225 Upwork shares in Q3 2021, an estimated $11K.
  • Upwork made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1518 holding.
  • Berman Capital Advisors first reported a position in Upwork in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's Upwork position peaked at $18K in Q2 2021.
  • 278 funds tracked by Wall St. Rank held Upwork as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.