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Innealta Capital’s Upwork UPWK Stock Holding History

Innealta Capital’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
Q3 		– Sell
-94
Closed -$1.01K – 1605
2024
Q2 		$1.01K Buy
+94
New +$1.07K ﹤0.01% 1316

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 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
State Street
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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Innealta Capital's UPWK Position: Q3 2024 in Review

Innealta Capital sold out of Upwork (UPWK) in Q3 2024, closing a stake of 94 shares — an estimated $1.01K sold.

Innealta Capital first reported a position in UPWK in Q2 2024 and held it in 1 quarter. The position peaked at $1.01K in Q2 2024. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

  • Innealta Capital reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 94 Upwork shares in Q3 2024, an estimated $1.01K.
  • Innealta Capital first reported a position in Upwork in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Upwork position peaked at $1.01K in Q2 2024.
  • 220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.