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Sigma Planning Corp’s Upwork UPWK Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-15,675
Closed -$914K – 1499
2021
Q2 		$914K Sell
15,675
-3,142
-17% -$148K 0.03% 585
2021
Q1 		$842K Buy
18,817
+12,152
+182% +$561K 0.03% 568
2020
Q4 		$230K Sell
6,665
-7,410
-53% -$212K 0.01% 1030
2020
Q3 		$245K Buy
+14,075
New +$211K 0.01% 873

Other funds holding UPWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

Sigma Planning Corp's UPWK Position: Q3 2021 in Review

Sigma Planning Corp sold out of Upwork (UPWK) in Q3 2021, closing a stake of 15,675 shares — an estimated $914K sold.

Sigma Planning Corp first reported a position in UPWK in Q3 2020 and held it in 4 quarters. The position peaked at $914K in Q2 2021. 278 funds tracked by Wall St. Rank hold UPWK as of Q3 2021.

  • Sigma Planning Corp reported no remaining Upwork position as of Q3 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 15,675 Upwork shares in Q3 2021, an estimated $914K.
  • Sigma Planning Corp first reported a position in Upwork in Q3 2020 and held it in 4 quarters.
  • Sigma Planning Corp's Upwork position peaked at $914K in Q2 2021.
  • 278 funds tracked by Wall St. Rank held Upwork as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.