EI
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Ellevest Inc’s Upwork UPWK Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-571
Closed -$6.46K – 1561
2023
Q1 		$6.46K Buy
571
+179
+46% +$2.13K ﹤0.01% 1145
2022
Q4 		$4.09K Buy
392
+253
+182% +$3.12K ﹤0.01% 1235
2022
Q3 		$2K Buy
+139
New +$2.61K ﹤0.01% 1383
2022
Q2 		– Sell
-9
Closed – – 1696
2022
Q1 		$0 Buy
9
+1
+13% +$25 ﹤0.01% 1640
2021
Q4 		$0 Sell
8
-7
-47% -$309 ﹤0.01% 1661
2021
Q3 		$1K Sell
15
-1
-6% -$49 ﹤0.01% 1327
2021
Q2 		$1K Buy
16
+1
+7% +$47 ﹤0.01% 1211
2021
Q1 		$1K Buy
15
+5
+50% +$231 ﹤0.01% 1208
2020
Q4 		$0 Buy
+10
New +$286 ﹤0.01% 1363

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ellevest Inc's UPWK Position: Q2 2023 in Review

Ellevest Inc sold out of Upwork (UPWK) in Q2 2023, closing a stake of 571 shares — an estimated $6.46K sold.

Ellevest Inc first reported a position in UPWK in Q4 2020 and held it in 9 quarters. The position peaked at $6.46K in Q1 2023. 213 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

  • Ellevest Inc reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 571 Upwork shares in Q2 2023, an estimated $6.46K.
  • Ellevest Inc first reported a position in Upwork in Q4 2020 and held it in 9 quarters.
  • Ellevest Inc's Upwork position peaked at $6.46K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.