Private Advisor Group’s Upwork UPWK Stock Holding History

Private Advisor 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
2020 Q3	–	Sell	-340	Closed	-$5K	–	3328
2020 Q2	$5K	Buy	+340	New	+$3.57K	﹤0.01%	3274

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Advisor Group's UPWK Position: Q3 2020 in Review

Private Advisor Group sold out of Upwork (UPWK) in Q3 2020, closing a stake of 340 shares — an estimated $5K sold.

Private Advisor Group first reported a position in UPWK in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 181 funds tracked by Wall St. Rank hold UPWK as of Q3 2020.

Private Advisor Group reported no remaining Upwork position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 340 Upwork shares in Q3 2020, an estimated $5K.
Private Advisor Group first reported a position in Upwork in Q2 2020 and held it in 1 quarter.
Private Advisor Group's Upwork position peaked at $5K in Q2 2020.
181 funds tracked by Wall St. Rank held Upwork as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.