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Next Financial Group’s Upwork UPWK Stock Holding History

Next Financial Group’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
Q4 		$10K Buy
+300
New +$13.3K ﹤0.01% 2200

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Next Financial Group's UPWK Position: Q4 2021 in Review

Next Financial Group opened a new position in Upwork (UPWK) in Q4 2021: 300 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2200 among its holdings.

270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

  • Next Financial Group held 300 shares of Upwork worth $10K as of Q4 2021.
  • Upwork was a new Next Financial Group position in Q4 2021.
  • Upwork made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2200 holding.
  • 270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.