GW
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GW & Wade’s Upwork UPWK Stock Holding History

GW & Wade’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 		$159K Hold
10,724
– – 0.01% 398
2023
Q3 		$122K Hold
10,724
– – ﹤0.01% 395
2023
Q2 		$100K Hold
10,724
– – ﹤0.01% 378
2023
Q1 		$121K Hold
10,724
– – ﹤0.01% 365
2022
Q4 		$112K Hold
10,724
– – ﹤0.01% 376
2022
Q3 		$146K Hold
10,724
– – 0.01% 366
2022
Q2 		$222K Sell
10,724
-88
-0.8% -$1.73K 0.01% 351
2022
Q1 		$251K Buy
+10,812
New +$271K 0.01% 344

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

GW & Wade's UPWK Position: Q4 2023 in Review

GW & Wade held its Upwork (UPWK) position steady in Q4 2023 at 10,724 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #398.

GW & Wade first reported a position in UPWK in Q1 2022 and has held it in 8 quarters since. The position peaked at $251K in Q1 2022. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

  • GW & Wade held 10,724 shares of Upwork worth $159K as of Q4 2023.
  • GW & Wade left its Upwork share count unchanged in Q4 2023.
  • Upwork made up 0.01% of GW & Wade's portfolio in Q4 2023, its #398 holding.
  • GW & Wade first reported a position in Upwork in Q1 2022 and has held it in 8 quarters since.
  • GW & Wade's Upwork position peaked at $251K in Q1 2022.
  • 258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.