Castle Wealth Management’s Upwork UPWK Stock Holding History

Castle Wealth Management’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	-300	Closed	-$4K	–	605
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	524
2022 Q2	$6K	Buy	+300	New	+$5.9K	﹤0.01%	473

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

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

Castle Wealth Management's UPWK Position: Q4 2022 in Review

Castle Wealth Management sold out of Upwork (UPWK) in Q4 2022, closing a stake of 300 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in UPWK in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 218 funds tracked by Wall St. Rank hold UPWK as of Q4 2022.

Castle Wealth Management reported no remaining Upwork position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 300 Upwork shares in Q4 2022, an estimated $4K.
Castle Wealth Management first reported a position in Upwork in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Upwork position peaked at $6K in Q2 2022.
218 funds tracked by Wall St. Rank held Upwork as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.