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SFS
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
–
2610
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
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$9.47B AUM
60.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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