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Institutional & Family Asset Management’s Upwork UPWK Stock Holding History

Institutional & Family Asset Management’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
-15
Closed -$1K – 839
2021
Q4 		$1K Hold
15
– – ﹤0.01% 767
2021
Q3 		$1K Buy
+15
New +$731 ﹤0.01% 883

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's UPWK Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Upwork (UPWK) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in UPWK in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 234 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining Upwork position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 15 Upwork shares in Q1 2022, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Upwork in Q3 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Upwork position peaked at $1K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.