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Sowell Financial Services’s Upwork UPWK Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-239
Closed -$10K – 2605
2021
Q1 		$10K Buy
239
+89
+59% +$4.11K ﹤0.01% 2336
2020
Q4 		$5K Hold
150
– – ﹤0.01% 2295
2020
Q3 		$3K Hold
150
– – ﹤0.01% 2165
2020
Q2 		$2K Buy
+150
New +$1.57K ﹤0.01% 2210

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 $999B AUM 46.22% 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
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Sowell Financial Services's UPWK Position: Q2 2021 in Review

Sowell Financial Services sold out of Upwork (UPWK) in Q2 2021, closing a stake of 239 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in UPWK in Q2 2020 and held it in 4 quarters. The position peaked at $10K in Q1 2021. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2021.

  • Sowell Financial Services reported no remaining Upwork position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 239 Upwork shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in Upwork in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Upwork position peaked at $10K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.