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	–	1576
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	–	–	1704
2022 Q1	$0	Buy	9 +1	+13%	+$25	﹤0.01%	1648
2021 Q4	$0	Sell	8 -7	-47%	-$309	﹤0.01%	1669
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%	1367

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return