J.W. Cole Advisors’s Upwork UPWK Stock Holding History

J.W. Cole 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
2023 Q4	–	Sell	-14,630	Closed	-$166K	–	856
2023 Q3	$166K	Buy	+14,630	New	+$182K	0.01%	693

Other funds holding UPWK

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

J.W. Cole Advisors's UPWK Position: Q4 2023 in Review

J.W. Cole Advisors sold out of Upwork (UPWK) in Q4 2023, closing a stake of 14,630 shares — an estimated $166K sold.

J.W. Cole Advisors first reported a position in UPWK in Q3 2023 and held it in 1 quarter. The position peaked at $166K in Q3 2023. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

J.W. Cole Advisors reported no remaining Upwork position as of Q4 2023 after selling out during the quarter.
J.W. Cole Advisors sold 14,630 Upwork shares in Q4 2023, an estimated $166K.
J.W. Cole Advisors first reported a position in Upwork in Q3 2023 and held it in 1 quarter.
J.W. Cole Advisors's Upwork position peaked at $166K in Q3 2023.
258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.