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Oak Thistle LLC’s Upwork UPWK Stock Holding History

Oak Thistle LLC’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
-13,937
Closed -$158K – 653
2023
Q3 		$158K Buy
+13,937
New +$173K 0.05% 424

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AA
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Morgan Stanley
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Baillie Gifford & Co
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
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

Oak Thistle LLC's UPWK Position: Q4 2023 in Review

Oak Thistle LLC sold out of Upwork (UPWK) in Q4 2023, closing a stake of 13,937 shares — an estimated $158K sold.

Oak Thistle LLC first reported a position in UPWK in Q3 2023 and held it in 1 quarter. The position peaked at $158K in Q3 2023. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

  • Oak Thistle LLC reported no remaining Upwork position as of Q4 2023 after selling out during the quarter.
  • Oak Thistle LLC sold 13,937 Upwork shares in Q4 2023, an estimated $158K.
  • Oak Thistle LLC first reported a position in Upwork in Q3 2023 and held it in 1 quarter.
  • Oak Thistle LLC's Upwork position peaked at $158K in Q3 2023.
  • 258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on Oak Thistle LLC's 13F filing for Q4 2023, filed 22 Jan 2024.