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Strategic Planning Group’s Upwork UPWK Stock Holding History

Strategic Planning Group’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
2024
Q2 		– Sell
-41,110
Closed -$504K – 113
2024
Q1 		$504K Buy
41,110
+5,902
+17% +$80.3K 0.13% 111
2023
Q4 		$524K Buy
+35,208
New +$454K 0.17% 100

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Strategic Planning Group's UPWK Position: Q2 2024 in Review

Strategic Planning Group sold out of Upwork (UPWK) in Q2 2024, closing a stake of 41,110 shares — an estimated $504K sold.

Strategic Planning Group first reported a position in UPWK in Q4 2023 and held it in 2 quarters. The position peaked at $524K in Q4 2023. 249 funds tracked by Wall St. Rank hold UPWK as of Q2 2024.

  • Strategic Planning Group reported no remaining Upwork position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 41,110 Upwork shares in Q2 2024, an estimated $504K.
  • Strategic Planning Group first reported a position in Upwork in Q4 2023 and held it in 2 quarters.
  • Strategic Planning Group's Upwork position peaked at $524K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Upwork as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.