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 $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return