IIA
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IPG Investment Advisors’s Upwork UPWK Stock Holding History

IPG Investment 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
2021
Q3 		– Sell
-5,320
Closed -$310K – 160
2021
Q2 		$310K Buy
5,320
+320
+6% +$15K 0.09% 103
2021
Q1 		$224K Buy
+5,000
New +$231K 0.04% 171

Other funds holding UPWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

IPG Investment Advisors's UPWK Position: Q3 2021 in Review

IPG Investment Advisors sold out of Upwork (UPWK) in Q3 2021, closing a stake of 5,320 shares — an estimated $310K sold.

IPG Investment Advisors first reported a position in UPWK in Q1 2021 and held it in 2 quarters. The position peaked at $310K in Q2 2021. 278 funds tracked by Wall St. Rank hold UPWK as of Q3 2021.

  • IPG Investment Advisors reported no remaining Upwork position as of Q3 2021 after selling out during the quarter.
  • IPG Investment Advisors sold 5,320 Upwork shares in Q3 2021, an estimated $310K.
  • IPG Investment Advisors first reported a position in Upwork in Q1 2021 and held it in 2 quarters.
  • IPG Investment Advisors's Upwork position peaked at $310K in Q2 2021.
  • 278 funds tracked by Wall St. Rank held Upwork as of Q3 2021.

Based on IPG Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.