First Bank & Trust’s Upwork UPWK Stock Holding History

First Bank & Trust’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 Q3	–	Sell	-20	Closed	–	–	483
2022 Q2	$0	Hold	20	–	–	﹤0.01%	546
2022 Q1	$0	Hold	20	–	–	﹤0.01%	540
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	500
2021 Q3	$1K	Buy	+20	New	+$975	﹤0.01%	423

Other funds holding UPWK

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

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

JSP

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

DAM

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

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Bank & Trust's UPWK Position: Q3 2022 in Review

First Bank & Trust sold out of Upwork (UPWK) in Q3 2022, closing a stake of 20 shares.

First Bank & Trust first reported a position in UPWK in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 228 funds tracked by Wall St. Rank hold UPWK as of Q3 2022.

First Bank & Trust reported no remaining Upwork position as of Q3 2022 after selling out during the quarter.
First Bank & Trust sold 20 Upwork shares in Q3 2022.
First Bank & Trust first reported a position in Upwork in Q3 2021 and held it in 4 quarters.
First Bank & Trust's Upwork position peaked at $1K in Q4 2021.
228 funds tracked by Wall St. Rank held Upwork as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.