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Blue Trust Inc’s Upwork UPWK Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-1,890
Closed -$20.3K – 2977
2024
Q3 		$20.3K Buy
1,890
+707
+60% +$7.38K ﹤0.01% 1930
2024
Q2 		$14.5K Buy
+1,183
New +$13.4K ﹤0.01% 1800
2024
Q1 		– Sell
-378
Closed -$4K – 2709
2023
Q4 		$4K Buy
+378
New +$4.88K ﹤0.01% 1954
2023
Q2 		– Sell
-21
Closed – – 2537
2023
Q1 		$0 Sell
21
-1
-5% -$12 ﹤0.01% 2649
2022
Q4 		$0 Sell
22
-1
-4% -$12 ﹤0.01% 2488
2022
Q3 		$0 Buy
23
+14
+156% +$263 ﹤0.01% 2334
2022
Q2 		$0 Buy
+9
New +$177 ﹤0.01% 2013

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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Blue Trust Inc's UPWK Position: Q4 2024 in Review

Blue Trust Inc sold out of Upwork (UPWK) in Q4 2024, closing a stake of 1,890 shares — an estimated $20.3K sold.

Blue Trust Inc first reported a position in UPWK in Q2 2022 and held it in 7 quarters. The position peaked at $20.3K in Q3 2024. 253 funds tracked by Wall St. Rank hold UPWK as of Q4 2024.

  • Blue Trust Inc reported no remaining Upwork position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 1,890 Upwork shares in Q4 2024, an estimated $20.3K.
  • Blue Trust Inc first reported a position in Upwork in Q2 2022 and held it in 7 quarters.
  • Blue Trust Inc's Upwork position peaked at $20.3K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Upwork as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.