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Selective Wealth Management’s Upwork UPWK Stock Holding History

Selective Wealth Management’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
2022
Q3 		– Sell
-600
Closed -$12K – 834
2022
Q2 		$12K Hold
600
– – ﹤0.01% 547
2022
Q1 		$14K Hold
600
– – 0.01% 494
2021
Q4 		$20K Buy
+600
New +$26.5K 0.01% 411

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Selective Wealth Management's UPWK Position: Q3 2022 in Review

Selective Wealth Management sold out of Upwork (UPWK) in Q3 2022, closing a stake of 600 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in UPWK in Q4 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 227 funds tracked by Wall St. Rank hold UPWK as of Q3 2022.

  • Selective Wealth Management reported no remaining Upwork position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 600 Upwork shares in Q3 2022, an estimated $12K.
  • Selective Wealth Management first reported a position in Upwork in Q4 2021 and held it in 3 quarters.
  • Selective Wealth Management's Upwork position peaked at $20K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Upwork as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.