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Coppell Advisory Solutions’s Upwork UPWK Stock Holding History

Coppell Advisory Solutions’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
-1,411
Closed -$23.4K – 1781
2024
Q4 		$23.4K Buy
+1,411
New +$20.3K ﹤0.01% 816
2024
Q3 		– Sell
-1,777
Closed -$19.1K – 1967
2024
Q2 		$19.1K Buy
+1,777
New +$20.2K ﹤0.01% 809
2023
Q4 		$17.9K Buy
+1,203
New +$15.5K ﹤0.01% 775

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

Coppell Advisory Solutions's UPWK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Upwork (UPWK) in Q1 2025, closing a stake of 1,411 shares — an estimated $23.4K sold.

Coppell Advisory Solutions first reported a position in UPWK in Q4 2023 and held it in 3 quarters. The position peaked at $23.4K in Q4 2024. 277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Upwork position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,411 Upwork shares in Q1 2025, an estimated $23.4K.
  • Coppell Advisory Solutions first reported a position in Upwork in Q4 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's Upwork position peaked at $23.4K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.