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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Edge Wealth Management's UPWK Position: Q2 2021 in Review

Edge Wealth Management sold out of Upwork (UPWK) in Q2 2021, closing a stake of 5,000 shares — an estimated $224K sold.

Edge Wealth Management first reported a position in UPWK in Q4 2018 and held it in 9 quarters. The position peaked at $2.23M in Q2 2020. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2021.

  • Edge Wealth Management reported no remaining Upwork position as of Q2 2021 after selling out during the quarter.
  • Edge Wealth Management sold 5,000 Upwork shares in Q2 2021, an estimated $224K.
  • Edge Wealth Management first reported a position in Upwork in Q4 2018 and held it in 9 quarters.
  • Edge Wealth Management's Upwork position peaked at $2.23M in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2021.

Based on Edge Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.