Raymond James & Associates’s Upwork UPWK Stock Holding History

Raymond James & Associates’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 Q2	–	Sell	-25,357	Closed	-$311K	–	4090
2024 Q1	$311K	Buy	25,357 +4,370	+21%	+$59.5K	﹤0.01%	3356
2023 Q4	$312K	Buy	+20,987	New	+$271K	﹤0.01%	3260
2023 Q2	–	Sell	-178,038	Closed	-$2.02M	–	3974
2023 Q1	$2.02M	Buy	178,038 +3,914	+2%	+$46.6K	﹤0.01%	2028
2022 Q4	$1.82M	Buy	174,124 +237	+0.1%	+$2.92K	﹤0.01%	2047
2022 Q3	$2.37M	Buy	173,887 +8,939	+5%	+$168K	﹤0.01%	1868
2022 Q2	$3.41M	Sell	164,948 -17,645	-10%	-$347K	﹤0.01%	1661
2022 Q1	$4.24M	Buy	182,593 +5,978	+3%	+$150K	﹤0.01%	1624
2021 Q4	$6.03M	Buy	176,615 +2,393	+1%	+$106K	﹤0.01%	1431
2021 Q3	$7.84M	Buy	174,222 +45,701	+36%	+$2.23M	0.01%	1199
2021 Q2	$7.49M	Buy	128,521 +40,281	+46%	+$1.89M	0.01%	1232
2021 Q1	$3.95M	Buy	88,240 +63,582	+258%	+$2.93M	﹤0.01%	1579
2020 Q4	$851K	Buy	24,658 +11,108	+82%	+$318K	﹤0.01%	2445
2020 Q3	$236K	Sell	13,550 -60,920	-82%	-$912K	﹤0.01%	3101
2020 Q2	$1.07M	Buy	+74,470	New	+$782K	﹤0.01%	2117

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

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

Baillie Gifford & Co

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

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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