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Dynamic Advisor Solutions’s Upwork UPWK Stock Holding History

Dynamic Advisor 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
2021
Q4 		– Sell
-8,500
Closed -$383K – 808
2021
Q3 		$383K Buy
8,500
+5,000
+143% +$244K 0.03% 501
2021
Q2 		$204K Buy
+3,500
New +$165K 0.02% 673

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dynamic Advisor Solutions's UPWK Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Upwork (UPWK) in Q4 2021, closing a stake of 8,500 shares — an estimated $383K sold.

Dynamic Advisor Solutions first reported a position in UPWK in Q2 2021 and held it in 2 quarters. The position peaked at $383K in Q3 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

  • Dynamic Advisor Solutions reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,500 Upwork shares in Q4 2021, an estimated $383K.
  • Dynamic Advisor Solutions first reported a position in Upwork in Q2 2021 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Upwork position peaked at $383K in Q3 2021.
  • 270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.