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Financial Architects (New Jersey)’s Upwork UPWK Stock Holding History

Financial Architects (New Jersey)’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
2019
Q1 		– Sell
-500
Closed -$9K – 1536
2018
Q4 		$9K Buy
+500
New +$9.3K ﹤0.01% 1024

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DIG
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Federated Hermes
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State of Wisconsin Investment Board
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Financial Architects (New Jersey)'s UPWK Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of Upwork (UPWK) in Q1 2019, closing a stake of 500 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in UPWK in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 81 funds tracked by Wall St. Rank hold UPWK as of Q1 2019.

  • Financial Architects (New Jersey) reported no remaining Upwork position as of Q1 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 500 Upwork shares in Q1 2019, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in Upwork in Q4 2018 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Upwork position peaked at $9K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Upwork as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.