Strategic Wealth Partners’s Upwork UPWK Stock Holding History

Strategic Wealth Partners’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 Q4	–	Sell	-10,835	Closed	-$488K	–	302
2021 Q3	$488K	Buy	+10,835	New	+$528K	0.14%	171

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Strategic Wealth Partners's UPWK Position: Q4 2021 in Review

Strategic Wealth Partners sold out of Upwork (UPWK) in Q4 2021, closing a stake of 10,835 shares — an estimated $488K sold.

Strategic Wealth Partners first reported a position in UPWK in Q3 2021 and held it in 1 quarter. The position peaked at $488K in Q3 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

Strategic Wealth Partners reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
Strategic Wealth Partners sold 10,835 Upwork shares in Q4 2021, an estimated $488K.
Strategic Wealth Partners first reported a position in Upwork in Q3 2021 and held it in 1 quarter.
Strategic Wealth Partners's Upwork position peaked at $488K in Q3 2021.
270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Strategic Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.