First Capital Advisors Group’s Upwork UPWK Stock Holding History

First Capital Advisors Group’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
2023 Q2	$139K	Sell	14,853 -131	-0.9%	-$1.19K	0.07%	181
2023 Q1	$170K	Buy	14,984 +1,030	+7%	+$12.3K	0.11%	141
2022 Q4	$146K	Sell	13,954 -199	-1%	-$2.46K	0.1%	157
2022 Q3	$193K	Buy	+14,153	New	+$266K	0.16%	139
2022 Q1	–	Sell	-12,720	Closed	-$435K	–	73
2021 Q4	$435K	Buy	+12,720	New	+$562K	0.24%	55

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Capital Advisors Group's UPWK Position: Q2 2023 in Review

First Capital Advisors Group reduced its Upwork (UPWK) stake by 0.87% in Q2 2023, selling an estimated $1.19K and leaving 14,853 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #181.

First Capital Advisors Group first reported a position in UPWK in Q4 2021 and has held it in 5 quarters since. The position peaked at $435K in Q4 2021. 214 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

First Capital Advisors Group held 14,853 shares of Upwork worth $139K as of Q2 2023.
First Capital Advisors Group sold 131 Upwork shares in Q2 2023, an estimated $1.19K.
Upwork made up 0.07% of First Capital Advisors Group's portfolio in Q2 2023, its #181 holding.
First Capital Advisors Group first reported a position in Upwork in Q4 2021 and has held it in 5 quarters since.
First Capital Advisors Group's Upwork position peaked at $435K in Q4 2021.
214 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.