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IndexIQ Advisors’s Upwork UPWK Stock Holding History

IndexIQ Advisors’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
2022
Q1 		– Sell
-9,433
Closed -$322K – 1519
2021
Q4 		$322K Sell
9,433
-609
-6% -$26.9K 0.01% 916
2021
Q3 		$452K Buy
10,042
+1,005
+11% +$49K 0.02% 666
2021
Q2 		$527K Sell
9,037
-427
-5% -$20.1K 0.02% 437
2021
Q1 		$424K Buy
+9,464
New +$437K 0.02% 440

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IndexIQ Advisors's UPWK Position: Q1 2022 in Review

IndexIQ Advisors sold out of Upwork (UPWK) in Q1 2022, closing a stake of 9,433 shares — an estimated $322K sold.

IndexIQ Advisors first reported a position in UPWK in Q1 2021 and held it in 4 quarters. The position peaked at $527K in Q2 2021. 233 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

  • IndexIQ Advisors reported no remaining Upwork position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 9,433 Upwork shares in Q1 2022, an estimated $322K.
  • IndexIQ Advisors first reported a position in Upwork in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Upwork position peaked at $527K in Q2 2021.
  • 233 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.