IronBridge Private Wealth’s Upwork UPWK Stock Holding History

IronBridge Private Wealth’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	-518	Closed	-$30K	–	314
2021 Q2	$30K	Buy	+518	New	+$24.3K	0.02%	85

Other funds holding UPWK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

IronBridge Private Wealth's UPWK Position: Q3 2021 in Review

IronBridge Private Wealth sold out of Upwork (UPWK) in Q3 2021, closing a stake of 518 shares — an estimated $30K sold.

IronBridge Private Wealth first reported a position in UPWK in Q2 2021 and held it in 1 quarter. The position peaked at $30K in Q2 2021. 278 funds tracked by Wall St. Rank hold UPWK as of Q3 2021.

IronBridge Private Wealth reported no remaining Upwork position as of Q3 2021 after selling out during the quarter.
IronBridge Private Wealth sold 518 Upwork shares in Q3 2021, an estimated $30K.
IronBridge Private Wealth first reported a position in Upwork in Q2 2021 and held it in 1 quarter.
IronBridge Private Wealth's Upwork position peaked at $30K in Q2 2021.
278 funds tracked by Wall St. Rank held Upwork as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.