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Capital Advisors Ltd’s Upwork UPWK Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-12
Closed – – 1662
2022
Q3 		$0 Buy
+12
New +$226 ﹤0.01% 1540

Other funds holding UPWK

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Capital Advisors Ltd's UPWK Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Upwork (UPWK) in Q4 2022, closing a stake of 12 shares.

Capital Advisors Ltd first reported a position in UPWK in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 218 funds tracked by Wall St. Rank hold UPWK as of Q4 2022.

  • Capital Advisors Ltd reported no remaining Upwork position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 12 Upwork shares in Q4 2022.
  • Capital Advisors Ltd first reported a position in Upwork in Q3 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's Upwork position peaked at $0 in Q3 2022.
  • 218 funds tracked by Wall St. Rank held Upwork as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.