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Optimum Investment Advisors’s Upwork UPWK Stock Holding History

Optimum Investment 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
2022
Q3 		– Sell
-255
Closed -$5K – 888
2022
Q2 		$5K Buy
+255
New +$5.01K ﹤0.01% 696
2021
Q2 		– Sell
-700
Closed -$31K – 981
2021
Q1 		$31K Buy
+700
New +$32.3K 0.01% 595

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Optimum Investment Advisors's UPWK Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Upwork (UPWK) in Q3 2022, closing a stake of 255 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in UPWK in Q1 2021 and held it in 2 quarters. The position peaked at $31K in Q1 2021. 228 funds tracked by Wall St. Rank hold UPWK as of Q3 2022.

  • Optimum Investment Advisors reported no remaining Upwork position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 255 Upwork shares in Q3 2022, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Upwork in Q1 2021 and held it in 2 quarters.
  • Optimum Investment Advisors's Upwork position peaked at $31K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Upwork as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.