FinTrust Capital Advisors’s Upwork UPWK Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$21	Hold	2	–	–	﹤0.01%	1368
2024 Q2	$22	Hold	2	–	–	﹤0.01%	1369
2024 Q1	$25	Hold	2	–	–	﹤0.01%	1268
2023 Q4	$30	Hold	2	–	–	﹤0.01%	1247
2023 Q3	$23	Hold	2	–	–	﹤0.01%	1225
2023 Q2	$21	Hold	2	–	–	﹤0.01%	1193
2023 Q1	$21	Hold	2	–	–	﹤0.01%	1182
2022 Q4	$21	Hold	2	–	–	﹤0.01%	1180
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1286
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1312
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1293
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1253
2021 Q3	$0	Hold	2	–	–	﹤0.01%	1216
2021 Q2	$0	Sell	2 -98	-98%	-$4.61K	﹤0.01%	1212
2021 Q1	$4K	Buy	+100	New	+$4.62K	﹤0.01%	1053

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

FinTrust Capital Advisors's UPWK Position: Q3 2024 in Review

FinTrust Capital Advisors held its Upwork (UPWK) position steady in Q3 2024 at 2 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

FinTrust Capital Advisors first reported a position in UPWK in Q1 2021 and has held it in 15 quarters since. The position peaked at $4K in Q1 2021. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

FinTrust Capital Advisors held 2 shares of Upwork worth $21 as of Q3 2024.
FinTrust Capital Advisors left its Upwork share count unchanged in Q3 2024.
Upwork made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1368 holding.
FinTrust Capital Advisors first reported a position in Upwork in Q1 2021 and has held it in 15 quarters since.
FinTrust Capital Advisors's Upwork position peaked at $4K in Q1 2021.
220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.