GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Upwork UPWK Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-6
Closed – – 1060
2021
Q3 		$0 Buy
+6
New +$292 ﹤0.01% 1234

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's UPWK Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Upwork (UPWK) in Q4 2021, closing a stake of 6 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in UPWK in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 6 Upwork shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Upwork in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Upwork position peaked at $0 in Q3 2021.
  • 270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.