CIBC Asset Management
UPWK icon

CIBC Asset Management’s Upwork UPWK Stock Holding History

CIBC Asset 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
2021
Q4 		– Sell
-5,197
Closed -$234K – 1605
2021
Q3 		$234K Buy
5,197
+666
+15% +$32.5K ﹤0.01% 1222
2021
Q2 		$264K Hold
4,531
– – ﹤0.01% 1079
2021
Q1 		$203K Buy
+4,531
New +$209K ﹤0.01% 1245

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CIBC Asset Management's UPWK Position: Q4 2021 in Review

CIBC Asset Management sold out of Upwork (UPWK) in Q4 2021, closing a stake of 5,197 shares — an estimated $234K sold.

CIBC Asset Management first reported a position in UPWK in Q1 2021 and held it in 3 quarters. The position peaked at $264K in Q2 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

  • CIBC Asset Management reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
  • CIBC Asset Management sold 5,197 Upwork shares in Q4 2021, an estimated $234K.
  • CIBC Asset Management first reported a position in Upwork in Q1 2021 and held it in 3 quarters.
  • CIBC Asset Management's Upwork position peaked at $264K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on CIBC Asset Management's 13F filing for Q4 2021, filed 8 Feb 2022.