Fieldpoint Private Securities’s Upwork UPWK Stock Holding History

Fieldpoint Private Securities’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 Q2	$27K	Hold	1,300	–	–	0.01%	581
2022 Q1	$30K	Hold	1,300	–	–	0.01%	726
2021 Q4	$44K	Hold	1,300	–	–	0.01%	649
2021 Q3	$59K	Hold	1,300	–	–	0.01%	538
2021 Q2	$59K	Hold	1,300	–	–	0.01%	538
2021 Q1	$58K	Hold	1,300	–	–	0.01%	537
2020 Q4	$45K	Buy	+1,300	New	+$37.2K	0.01%	494
2020 Q1	–	Sell	-1,300	Closed	-$14K	–	543
2019 Q4	$14K	Hold	1,300	–	–	﹤0.01%	555
2019 Q3	$17K	Hold	1,300	–	–	0.01%	535
2019 Q2	$21K	Hold	1,300	–	–	0.01%	523
2019 Q1	$25K	Buy	+1,300	New	+$26.6K	0.01%	324

Other funds holding UPWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fieldpoint Private Securities's UPWK Position: Q2 2022 in Review

Fieldpoint Private Securities held its Upwork (UPWK) position steady in Q2 2022 at 1,300 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #581.

Fieldpoint Private Securities first reported a position in UPWK in Q1 2019 and has held it in 11 quarters since. The position peaked at $59K in Q3 2021. 225 funds tracked by Wall St. Rank hold UPWK as of Q2 2022.

Fieldpoint Private Securities held 1,300 shares of Upwork worth $27K as of Q2 2022.
Fieldpoint Private Securities left its Upwork share count unchanged in Q2 2022.
Upwork made up 0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #581 holding.
Fieldpoint Private Securities first reported a position in Upwork in Q1 2019 and has held it in 11 quarters since.
Fieldpoint Private Securities's Upwork position peaked at $59K in Q3 2021.
225 funds tracked by Wall St. Rank held Upwork as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.