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Engrave Wealth Partners’s Upwork UPWK Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-200
Closed -$2K – 402
2020
Q2 		$2K Hold
200
– – ﹤0.01% 413
2020
Q1 		$1K Hold
200
– – ﹤0.01% 402
2019
Q4 		$2K Buy
+200
New +$2.52K ﹤0.01% 405

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Engrave Wealth Partners's UPWK Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Upwork (UPWK) in Q3 2020, closing a stake of 200 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in UPWK in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 181 funds tracked by Wall St. Rank hold UPWK as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Upwork position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 200 Upwork shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Upwork in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Upwork position peaked at $2K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Upwork as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.