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Phoenix Financial’s Upwork UPWK Stock Holding History

Phoenix Financial’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
2024
Q4 		– Sell
-35,000
Closed -$366K – 402
2024
Q3 		$366K Hold
35,000
– – 0.01% 275
2024
Q2 		$376K Hold
35,000
– – 0.01% 270
2024
Q1 		$429K Buy
+35,000
New +$476K 0.01% 280

Other funds holding UPWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Phoenix Financial's UPWK Position: Q4 2024 in Review

Phoenix Financial sold out of Upwork (UPWK) in Q4 2024, closing a stake of 35,000 shares — an estimated $366K sold.

Phoenix Financial first reported a position in UPWK in Q1 2024 and held it in 3 quarters. The position peaked at $429K in Q1 2024. 253 funds tracked by Wall St. Rank hold UPWK as of Q4 2024.

  • Phoenix Financial reported no remaining Upwork position as of Q4 2024 after selling out during the quarter.
  • Phoenix Financial sold 35,000 Upwork shares in Q4 2024, an estimated $366K.
  • Phoenix Financial first reported a position in Upwork in Q1 2024 and held it in 3 quarters.
  • Phoenix Financial's Upwork position peaked at $429K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Upwork as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.