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Comprehensive Financial Management’s Upwork UPWK Stock Holding History

Comprehensive Financial 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
2020
Q3 		– Sell
-60,496
Closed -$874K – 26
2020
Q2 		$874K Buy
+60,496
New +$635K 0.01% 21

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Comprehensive Financial Management's UPWK Position: Q3 2020 in Review

Comprehensive Financial Management sold out of Upwork (UPWK) in Q3 2020, closing a stake of 60,496 shares — an estimated $874K sold.

Comprehensive Financial Management first reported a position in UPWK in Q2 2020 and held it in 1 quarter. The position peaked at $874K in Q2 2020. 181 funds tracked by Wall St. Rank hold UPWK as of Q3 2020.

  • Comprehensive Financial Management reported no remaining Upwork position as of Q3 2020 after selling out during the quarter.
  • Comprehensive Financial Management sold 60,496 Upwork shares in Q3 2020, an estimated $874K.
  • Comprehensive Financial Management first reported a position in Upwork in Q2 2020 and held it in 1 quarter.
  • Comprehensive Financial Management's Upwork position peaked at $874K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Upwork as of Q3 2020.

Based on Comprehensive Financial Management's 13F filing for Q3 2020, filed 13 Nov 2020.