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Capital Performance Advisors’s Upwork UPWK Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-164
Closed -$1.71K – 2556
2024
Q3 		$1.71K Buy
+164
New +$1.71K ﹤0.01% 1642

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

Capital Performance Advisors's UPWK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Upwork (UPWK) in Q4 2024, closing a stake of 164 shares — an estimated $1.71K sold.

Capital Performance Advisors first reported a position in UPWK in Q3 2024 and held it in 1 quarter. The position peaked at $1.71K in Q3 2024. 253 funds tracked by Wall St. Rank hold UPWK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Upwork position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 164 Upwork shares in Q4 2024, an estimated $1.71K.
  • Capital Performance Advisors first reported a position in Upwork in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Upwork position peaked at $1.71K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Upwork as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.