Minot Wealth Management’s Upwork UPWK Stock Holding History

Minot Wealth 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
2021 Q3	–	Sell	-4,375	Closed	-$266K	–	219
2021 Q2	$266K	Buy	+4,375	New	+$206K	0.06%	170

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

Minot Wealth Management's UPWK Position: Q3 2021 in Review

Minot Wealth Management sold out of Upwork (UPWK) in Q3 2021, closing a stake of 4,375 shares — an estimated $266K sold.

Minot Wealth Management first reported a position in UPWK in Q2 2021 and held it in 1 quarter. The position peaked at $266K in Q2 2021. 278 funds tracked by Wall St. Rank hold UPWK as of Q3 2021.

Minot Wealth Management reported no remaining Upwork position as of Q3 2021 after selling out during the quarter.
Minot Wealth Management sold 4,375 Upwork shares in Q3 2021, an estimated $266K.
Minot Wealth Management first reported a position in Upwork in Q2 2021 and held it in 1 quarter.
Minot Wealth Management's Upwork position peaked at $266K in Q2 2021.
278 funds tracked by Wall St. Rank held Upwork as of Q3 2021.

Based on Minot Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.