CAPTRUST Financial Advisors
UPWK icon

CAPTRUST Financial Advisors’s Upwork UPWK Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-2,711
Closed -$56K – 3953
2022
Q2 		$56K Sell
2,711
-25
-0.9% -$491 ﹤0.01% 2657
2022
Q1 		$64K Sell
2,736
-51
-2% -$1.28K ﹤0.01% 2609
2021
Q4 		$95K Sell
2,787
-925
-25% -$40.9K ﹤0.01% 2204
2021
Q3 		$167K Buy
3,712
+2,262
+156% +$110K ﹤0.01% 1695
2021
Q2 		$85K Buy
1,450
+968
+201% +$45.5K ﹤0.01% 2152
2021
Q1 		$22K Buy
482
+472
+4,720% +$21.8K ﹤0.01% 2946
2020
Q4 		$0 Hold
10
– – ﹤0.01% 3516
2020
Q3 		$0 Hold
10
– – ﹤0.01% 3243
2020
Q2 		$0 Buy
+10
New +$105 ﹤0.01% 2898
2019
Q1 		– Sell
-500
Closed -$9K – 1889
2018
Q4 		$9K Buy
+500
New +$9.3K ﹤0.01% 1249

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Janus Henderson Group
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HRCM
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DAM
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GCP
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A
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return