Fortis Group Advisors’s Upwork UPWK Stock Holding History

Fortis Group 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
2023 Q3	–	Sell	-83,062	Closed	-$776K	–	470
2023 Q2	$776K	Buy	+83,062	New	+$753K	0.21%	66

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fortis Group Advisors's UPWK Position: Q3 2023 in Review

Fortis Group Advisors sold out of Upwork (UPWK) in Q3 2023, closing a stake of 83,062 shares — an estimated $776K sold.

Fortis Group Advisors first reported a position in UPWK in Q2 2023 and held it in 1 quarter. The position peaked at $776K in Q2 2023. 232 funds tracked by Wall St. Rank hold UPWK as of Q3 2023.

Fortis Group Advisors reported no remaining Upwork position as of Q3 2023 after selling out during the quarter.
Fortis Group Advisors sold 83,062 Upwork shares in Q3 2023, an estimated $776K.
Fortis Group Advisors first reported a position in Upwork in Q2 2023 and held it in 1 quarter.
Fortis Group Advisors's Upwork position peaked at $776K in Q2 2023.
232 funds tracked by Wall St. Rank held Upwork as of Q3 2023.

Based on Fortis Group Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.