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Freestone Capital Holdings’s Upwork UPWK Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-15,324
Closed -$174K – 424
2023
Q3 		$174K Hold
15,324
– – 0.01% 352
2023
Q2 		$143K Sell
15,324
-2,000
-12% -$18.1K 0.01% 366
2023
Q1 		$196K Sell
17,324
-1,000
-5% -$11.9K 0.01% 338
2022
Q4 		$191K Sell
18,324
-1,460
-7% -$18K 0.01% 348
2022
Q3 		$269K Sell
19,784
-3,216
-14% -$60.5K 0.01% 313
2022
Q2 		$476K Buy
23,000
+1,238
+6% +$24.3K 0.02% 271
2022
Q1 		$506K Sell
21,762
-2,000
-8% -$50K 0.02% 344
2021
Q4 		$812K Buy
+23,762
New +$1.05M 0.03% 257
2021
Q1 		– Sell
-3,410
Closed -$118K – 1089
2020
Q4 		$118K Buy
3,410
+3,280
+2,523% +$93.8K 0.01% 409
2020
Q3 		$2.27K Buy
+130
New +$1.95K ﹤0.01% 1016

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freestone Capital Holdings's UPWK Position: Q4 2023 in Review

Freestone Capital Holdings sold out of Upwork (UPWK) in Q4 2023, closing a stake of 15,324 shares — an estimated $174K sold.

Freestone Capital Holdings first reported a position in UPWK in Q3 2020 and held it in 10 quarters. The position peaked at $812K in Q4 2021. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

  • Freestone Capital Holdings reported no remaining Upwork position as of Q4 2023 after selling out during the quarter.
  • Freestone Capital Holdings sold 15,324 Upwork shares in Q4 2023, an estimated $174K.
  • Freestone Capital Holdings first reported a position in Upwork in Q3 2020 and held it in 10 quarters.
  • Freestone Capital Holdings's Upwork position peaked at $812K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on Freestone Capital Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.