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Capital Investment Advisory Services’s Upwork UPWK Stock Holding History

Capital Investment Advisory Services’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
2019
Q1 		– Sell
-800
Closed -$14K – 1277
2018
Q4 		$14K Buy
+800
New +$14.9K 0.01% 734

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DIG
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Morgan Stanley
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Geode Capital Management
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Capital World Investors
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State of Wisconsin Investment Board
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Capital Investment Advisory Services's UPWK Position: Q1 2019 in Review

Capital Investment Advisory Services sold out of Upwork (UPWK) in Q1 2019, closing a stake of 800 shares — an estimated $14K sold.

Capital Investment Advisory Services first reported a position in UPWK in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 81 funds tracked by Wall St. Rank hold UPWK as of Q1 2019.

  • Capital Investment Advisory Services reported no remaining Upwork position as of Q1 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 800 Upwork shares in Q1 2019, an estimated $14K.
  • Capital Investment Advisory Services first reported a position in Upwork in Q4 2018 and held it in 1 quarter.
  • Capital Investment Advisory Services's Upwork position peaked at $14K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Upwork as of Q1 2019.

Based on Capital Investment Advisory Services's 13F filing for Q1 2019, filed 23 Apr 2019.