TWA
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TCI Wealth Advisors’s Upwork UPWK Stock Holding History

TCI Wealth Advisors’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
2023
Q1 		– Sell
-426
Closed -$4.45K – 2644
2022
Q4 		$4.45K Buy
+426
New +$5.26K ﹤0.01% 1602
2022
Q3 		– Sell
-152
Closed -$3K – 2596
2022
Q2 		$3K Buy
+152
New +$2.99K ﹤0.01% 1910
2022
Q1 		– Sell
-853
Closed -$29K – 2459
2021
Q4 		$29K Sell
853
-353
-29% -$15.6K ﹤0.01% 555
2021
Q3 		$54K Buy
1,206
+77
+7% +$3.75K 0.01% 395
2021
Q2 		$66K Buy
1,129
+190
+20% +$8.93K 0.01% 340
2021
Q1 		$42K Buy
939
+86
+10% +$3.97K 0.02% 386
2020
Q4 		$29K Buy
+853
New +$24.4K 0.01% 430

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return