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Concourse Financial Group Securities’s Upwork UPWK Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-321
Closed -$5.14K – 1949
2024
Q4 		$5.14K Sell
321
-186
-37% -$2.68K ﹤0.01% 1876
2024
Q3 		$5.3K Sell
507
-2,300
-82% -$24K ﹤0.01% 1849
2024
Q2 		$30.2K Sell
2,807
-7,649
-73% -$86.8K ﹤0.01% 1387
2024
Q1 		$128K Buy
10,456
+1,049
+11% +$14.3K 0.01% 831
2023
Q4 		$140K Buy
+9,407
New +$121K 0.01% 780

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concourse Financial Group Securities's UPWK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Upwork (UPWK) in Q1 2025, closing a stake of 321 shares — an estimated $5.14K sold.

Concourse Financial Group Securities first reported a position in UPWK in Q4 2023 and held it in 5 quarters. The position peaked at $140K in Q4 2023. 277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Upwork position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 321 Upwork shares in Q1 2025, an estimated $5.14K.
  • Concourse Financial Group Securities first reported a position in Upwork in Q4 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's Upwork position peaked at $140K in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.