Raymond James Financial Services Advisors’s Upwork UPWK Stock Holding History

Raymond James Financial Services 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
2024 Q3	$200K	Sell	19,125 -13,693	-42%	-$143K	﹤0.01%	3190
2024 Q2	$353K	Buy	+32,818	New	+$372K	﹤0.01%	2775
2021 Q4	–	Sell	-7,518	Closed	-$339K	–	3441
2021 Q3	$339K	Buy	7,518 +942	+14%	+$45.9K	﹤0.01%	2619
2021 Q2	$383K	Sell	6,576 -161	-2%	-$7.57K	﹤0.01%	2552
2021 Q1	$302K	Buy	+6,737	New	+$311K	﹤0.01%	2624
2020 Q3	–	Sell	-10,768	Closed	-$155K	–	2991
2020 Q2	$155K	Buy	+10,768	New	+$113K	﹤0.01%	2553

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

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

Raymond James Financial Services Advisors's UPWK Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Upwork (UPWK) stake by 42% in Q3 2024, selling an estimated $143K and leaving 19,125 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #3190.

Raymond James Financial Services Advisors first reported a position in UPWK in Q2 2020 and has held it in 6 quarters since. The position peaked at $383K in Q2 2021. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

Raymond James Financial Services Advisors held 19,125 shares of Upwork worth $200K as of Q3 2024.
Raymond James Financial Services Advisors sold 13,693 Upwork shares in Q3 2024, an estimated $143K.
Upwork made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3190 holding.
Raymond James Financial Services Advisors first reported a position in Upwork in Q2 2020 and has held it in 6 quarters since.
Raymond James Financial Services Advisors's Upwork position peaked at $383K in Q2 2021.
220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.