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Compass Wealth Management’s Upwork UPWK Stock Holding History

Compass 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
2023
Q3 		– Sell
-400
Closed -$3.74K – 416
2023
Q2 		$3.74K Hold
400
– – ﹤0.01% 383
2023
Q1 		$4.53K Hold
400
– – ﹤0.01% 387
2022
Q4 		$4.18K Buy
+400
New +$4.93K ﹤0.01% 386

Other funds holding UPWK

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Compass Wealth Management's UPWK Position: Q3 2023 in Review

Compass Wealth Management sold out of Upwork (UPWK) in Q3 2023, closing a stake of 400 shares — an estimated $3.74K sold.

Compass Wealth Management first reported a position in UPWK in Q4 2022 and held it in 3 quarters. The position peaked at $4.53K in Q1 2023. 232 funds tracked by Wall St. Rank hold UPWK as of Q3 2023.

  • Compass Wealth Management reported no remaining Upwork position as of Q3 2023 after selling out during the quarter.
  • Compass Wealth Management sold 400 Upwork shares in Q3 2023, an estimated $3.74K.
  • Compass Wealth Management first reported a position in Upwork in Q4 2022 and held it in 3 quarters.
  • Compass Wealth Management's Upwork position peaked at $4.53K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Upwork as of Q3 2023.

Based on Compass Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.