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Castleview Partners’s Upwork UPWK Stock Holding History

Castleview Partners’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
Q2 		– Sell
-9,486
Closed -$116K – 999
2024
Q1 		$116K Buy
+9,486
New +$129K 0.06% 238

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DSCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Castleview Partners's UPWK Position: Q2 2024 in Review

Castleview Partners sold out of Upwork (UPWK) in Q2 2024, closing a stake of 9,486 shares — an estimated $116K sold.

Castleview Partners first reported a position in UPWK in Q1 2024 and held it in 1 quarter. The position peaked at $116K in Q1 2024. 249 funds tracked by Wall St. Rank hold UPWK as of Q2 2024.

  • Castleview Partners reported no remaining Upwork position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 9,486 Upwork shares in Q2 2024, an estimated $116K.
  • Castleview Partners first reported a position in Upwork in Q1 2024 and held it in 1 quarter.
  • Castleview Partners's Upwork position peaked at $116K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Upwork as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.