Glassman Wealth Services’s Upwork UPWK Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-139	Closed	-$2.07K	–	1736
2023 Q4	$2.07K	Hold	139	–	–	﹤0.01%	1337
2023 Q3	$1.58K	Hold	139	–	–	﹤0.01%	1408
2023 Q2	$1.3K	Buy	139 +117	+532%	+$1.06K	﹤0.01%	1371
2023 Q1	$249	Hold	22	–	–	﹤0.01%	1750
2022 Q4	$230	Hold	22	–	–	﹤0.01%	1759
2022 Q3	$0	Hold	22	–	–	﹤0.01%	1997
2022 Q2	$0	Hold	22	–	–	﹤0.01%	2010
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	1538
2021 Q4	$1K	Sell	22 -37	-63%	-$1.64K	﹤0.01%	1524
2021 Q3	$3K	Hold	59	–	–	﹤0.01%	1104
2021 Q2	$3K	Hold	59	–	–	﹤0.01%	1086
2021 Q1	$3K	Hold	59	–	–	﹤0.01%	1029
2020 Q4	$2K	Hold	59	–	–	﹤0.01%	1110
2020 Q3	$1K	Hold	59	–	–	﹤0.01%	1246
2020 Q2	$1K	Buy	+59	New	+$619	﹤0.01%	1126

Other funds holding UPWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Glassman Wealth Services's UPWK Position: Q1 2024 in Review

Glassman Wealth Services sold out of Upwork (UPWK) in Q1 2024, closing a stake of 139 shares — an estimated $2.07K sold.

Glassman Wealth Services first reported a position in UPWK in Q2 2020 and held it in 15 quarters. The position peaked at $3K in Q3 2021. 250 funds tracked by Wall St. Rank hold UPWK as of Q1 2024.

Glassman Wealth Services reported no remaining Upwork position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 139 Upwork shares in Q1 2024, an estimated $2.07K.
Glassman Wealth Services first reported a position in Upwork in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's Upwork position peaked at $3K in Q3 2021.
250 funds tracked by Wall St. Rank held Upwork as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.