Bogart Wealth LLC’s Upwork UPWK Stock Holding History

Bogart Wealth LLC’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
2023 Q2	–	Sell	-61	Closed	-$691	–	1132
2023 Q1	$691	Buy	+61	New	+$726	﹤0.01%	1015

Other funds holding UPWK

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bogart Wealth LLC's UPWK Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Upwork (UPWK) in Q2 2023, closing a stake of 61 shares — an estimated $691 sold.

Bogart Wealth LLC first reported a position in UPWK in Q1 2023 and held it in 1 quarter. The position peaked at $691 in Q1 2023. 214 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

Bogart Wealth LLC reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 61 Upwork shares in Q2 2023, an estimated $691.
Bogart Wealth LLC first reported a position in Upwork in Q1 2023 and held it in 1 quarter.
Bogart Wealth LLC's Upwork position peaked at $691 in Q1 2023.
214 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.