HIA
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Harbor Investment Advisory’s Upwork UPWK Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-1,323
Closed -$15K – 1377
2023
Q1 		$15K Hold
1,323
– – ﹤0.01% 959
2022
Q4 		$13.8K Hold
1,323
– – ﹤0.01% 967
2022
Q3 		$18K Hold
1,323
– – ﹤0.01% 936
2022
Q2 		$27K Buy
1,323
+803
+154% +$15.8K ﹤0.01% 844
2022
Q1 		$12K Hold
520
– – ﹤0.01% 1035
2021
Q4 		$18K Hold
520
– – ﹤0.01% 957
2021
Q3 		$23K Hold
520
– – ﹤0.01% 924
2021
Q2 		$30K Hold
520
– – ﹤0.01% 834
2021
Q1 		$23K Buy
+520
New +$24K ﹤0.01% 859

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return