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Reilly Financial Advisors’s Upwork UPWK Stock Holding History

Reilly Financial 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
2021
Q4 		$3K Buy
+101
New +$4.46K ﹤0.01% 956
2021
Q3 		– Sell
-2
Closed – – 1058
2021
Q2 		$0 Buy
+2
New +$94 ﹤0.01% 1080

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Reilly Financial Advisors's UPWK Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Upwork (UPWK) in Q4 2021: 101 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in UPWK as recently as Q2 2021.

Reilly Financial Advisors first reported a position in UPWK in Q2 2021 and has held it in 2 quarters since. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

  • Reilly Financial Advisors held 101 shares of Upwork worth $3K as of Q4 2021.
  • Upwork was a new Reilly Financial Advisors position in Q4 2021.
  • Upwork made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #956 holding.
  • Reilly Financial Advisors first reported a position in Upwork in Q2 2021 and has held it in 2 quarters since.
  • 270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.