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Financial Advocates Investment Management’s Upwork UPWK Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-8,895
Closed -$207K – 789
2022
Q1 		$207K Hold
8,895
– – 0.01% 680
2021
Q4 		$304K Buy
8,895
+20
+0.2% +$884 0.02% 631
2021
Q3 		$400K Hold
8,875
– – 0.03% 532
2021
Q2 		$517K Sell
8,875
-550
-6% -$25.9K 0.03% 475
2021
Q1 		$422K Buy
9,425
+500
+6% +$23.1K 0.03% 524
2020
Q4 		$308K Buy
+8,925
New +$255K 0.02% 559
2020
Q3 		– Sell
-10,150
Closed -$147K – 686
2020
Q2 		$147K Sell
10,150
-200
-2% -$2.1K 0.01% 583
2020
Q1 		$67K Sell
10,350
-1,675
-14% -$14.4K 0.01% 464
2019
Q4 		$128K Sell
12,025
-1,800
-13% -$22.7K 0.01% 499
2019
Q3 		$184K Buy
13,825
+550
+4% +$8.39K 0.02% 465
2019
Q2 		$213K Buy
13,275
+550
+4% +$9.48K 0.02% 443
2019
Q1 		$244K Sell
12,725
-100
-0.8% -$2.05K 0.03% 398
2018
Q4 		$232K Buy
+12,825
New +$238K 0.03% 385

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 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
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advocates Investment Management's UPWK Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Upwork (UPWK) in Q2 2022, closing a stake of 8,895 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in UPWK in Q4 2018 and held it in 13 quarters. The position peaked at $517K in Q2 2021. 226 funds tracked by Wall St. Rank hold UPWK as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Upwork position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,895 Upwork shares in Q2 2022, an estimated $207K.
  • Financial Advocates Investment Management first reported a position in Upwork in Q4 2018 and held it in 13 quarters.
  • Financial Advocates Investment Management's Upwork position peaked at $517K in Q2 2021.
  • 226 funds tracked by Wall St. Rank held Upwork as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.