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Evoke Wealth’s Upwork UPWK Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-4
Closed – – 1096
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1274
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1254
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1256
2021
Q4 		$0 Hold
4
– – ﹤0.01% 1241
2021
Q3 		$0 Hold
4
– – ﹤0.01% 1217
2021
Q2 		$233K Hold
4
– – 0.01% 327
2021
Q1 		$0 Sell
4
-56,200
-100% -$2.59M ﹤0.01% 1208
2020
Q4 		$1.94M Sell
56,204
-2,500
-4% -$71.5K 0.13% 53
2020
Q3 		$1.02M Hold
58,704
– – 0.08% 82
2020
Q2 		$848K Hold
58,704
– – 0.08% 76
2020
Q1 		$379K Hold
58,704
– – 0.05% 120
2019
Q4 		$626K Sell
58,704
-1,316
-2% -$16.6K 0.08% 114
2019
Q3 		$799K Buy
+60,020
New +$915K 0.1% 109

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Evoke Wealth's UPWK Position: Q4 2022 in Review

Evoke Wealth sold out of Upwork (UPWK) in Q4 2022, closing a stake of 4 shares.

Evoke Wealth first reported a position in UPWK in Q3 2019 and held it in 13 quarters. The position peaked at $1.94M in Q4 2020. 218 funds tracked by Wall St. Rank hold UPWK as of Q4 2022.

  • Evoke Wealth reported no remaining Upwork position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 4 Upwork shares in Q4 2022.
  • Evoke Wealth first reported a position in Upwork in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Upwork position peaked at $1.94M in Q4 2020.
  • 218 funds tracked by Wall St. Rank held Upwork as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.