CIA
UPWK icon

CSat Investment Advisory’s Upwork UPWK Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-22,903
Closed -$399K – 943
2020
Q3 		$399K Buy
22,903
+628
+3% +$9.4K 0.04% 194
2020
Q2 		$322K Sell
22,275
-3,843
-15% -$40.3K 0.04% 229
2020
Q1 		$168K Buy
26,118
+6,964
+36% +$59.8K 0.04% 267
2019
Q4 		$204K Buy
19,154
+4,049
+27% +$51K 0.05% 229
2019
Q3 		$201K Buy
15,105
+3,957
+35% +$60.3K 0.06% 209
2019
Q2 		$179K Buy
+11,148
New +$192K 0.06% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSat Investment Advisory's UPWK Position: Q4 2020 in Review

CSat Investment Advisory sold out of Upwork (UPWK) in Q4 2020, closing a stake of 22,903 shares — an estimated $399K sold.

CSat Investment Advisory first reported a position in UPWK in Q2 2019 and held it in 6 quarters. The position peaked at $399K in Q3 2020. 233 funds tracked by Wall St. Rank hold UPWK as of Q4 2020.

  • CSat Investment Advisory reported no remaining Upwork position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 22,903 Upwork shares in Q4 2020, an estimated $399K.
  • CSat Investment Advisory first reported a position in Upwork in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Upwork position peaked at $399K in Q3 2020.
  • 233 funds tracked by Wall St. Rank held Upwork as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.