EWM
UPWK icon

Edge Wealth Management’s Upwork UPWK Stock Holding History

Edge Wealth 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
2021
Q2 		– Sell
-5,000
Closed -$224K – 459
2021
Q1 		$224K Sell
5,000
-2,500
-33% -$115K 0.05% 91
2020
Q4 		$260K Sell
7,500
-8,073
-52% -$231K 0.06% 85
2020
Q3 		$272K Sell
15,573
-139,098
-90% -$2.08M 0.06% 91
2020
Q2 		$2.23M Buy
154,671
+64,494
+72% +$677K 0.42% 47
2020
Q1 		$572K Hold
90,177
– – 0.12% 86
2019
Q4 		$959K Buy
90,177
+28,927
+47% +$364K 0.19% 71
2019
Q3 		$814K Buy
+61,250
New +$934K 0.19% 77
2019
Q2 		– Sell
-14,935
Closed -$284K – 636
2019
Q1 		$284K Buy
14,935
+1,000
+7% +$20.5K 0.07% 113
2018
Q4 		$252K Buy
+13,935
New +$259K 0.07% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return