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Citizens Financial Group’s Upwork UPWK Stock Holding History

Citizens Financial Group’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
-13,719
Closed -$143K – 622
2024
Q3 		$143K Buy
13,719
+2,129
+18% +$22.2K ﹤0.01% 548
2024
Q2 		$125K Buy
+11,590
New +$131K ﹤0.01% 518

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

Citizens Financial Group's UPWK Position: Q4 2024 in Review

Citizens Financial Group sold out of Upwork (UPWK) in Q4 2024, closing a stake of 13,719 shares — an estimated $143K sold.

Citizens Financial Group first reported a position in UPWK in Q2 2024 and held it in 2 quarters. The position peaked at $143K in Q3 2024. 253 funds tracked by Wall St. Rank hold UPWK as of Q4 2024.

  • Citizens Financial Group reported no remaining Upwork position as of Q4 2024 after selling out during the quarter.
  • Citizens Financial Group sold 13,719 Upwork shares in Q4 2024, an estimated $143K.
  • Citizens Financial Group first reported a position in Upwork in Q2 2024 and held it in 2 quarters.
  • Citizens Financial Group's Upwork position peaked at $143K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Upwork as of Q4 2024.

Based on Citizens Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.