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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

TCI Wealth Advisors's UPWK Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Upwork (UPWK) in Q1 2023, closing a stake of 426 shares — an estimated $4.45K sold.

TCI Wealth Advisors first reported a position in UPWK in Q4 2020 and held it in 7 quarters. The position peaked at $66K in Q2 2021. 228 funds tracked by Wall St. Rank hold UPWK as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Upwork position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 426 Upwork shares in Q1 2023, an estimated $4.45K.
  • TCI Wealth Advisors first reported a position in Upwork in Q4 2020 and held it in 7 quarters.
  • TCI Wealth Advisors's Upwork position peaked at $66K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held Upwork as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.