Kings Point Capital Management’s Upwork UPWK Stock Holding History

Kings Point Capital 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	$12K	Sell	533 -30	-5%	-$751	﹤0.01%	554
2021 Q4	$19K	Buy	563 +10	+2%	+$442	﹤0.01%	555
2021 Q3	$25K	Hold	553	–	–	﹤0.01%	459
2021 Q2	$32K	Hold	553	–	–	﹤0.01%	405
2021 Q1	$25K	Buy	553 +20	+4%	+$923	﹤0.01%	426
2020 Q4	$18K	Buy	+533	New	+$15.2K	﹤0.01%	432

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

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

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

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

Kings Point Capital Management's UPWK Position: Q1 2022 in Review

Kings Point Capital Management reduced its Upwork (UPWK) stake by 5.3% in Q1 2022, selling an estimated $751 and leaving 533 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Kings Point Capital Management first reported a position in UPWK in Q4 2020 and has held it in 6 quarters since. The position peaked at $32K in Q2 2021. 234 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

Kings Point Capital Management held 533 shares of Upwork worth $12K as of Q1 2022.
Kings Point Capital Management sold 30 Upwork shares in Q1 2022, an estimated $751.
Upwork made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #554 holding.
Kings Point Capital Management first reported a position in Upwork in Q4 2020 and has held it in 6 quarters since.
Kings Point Capital Management's Upwork position peaked at $32K in Q2 2021.
234 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.