Tiedemann Advisors’s Upwork UPWK Stock Holding History

Tiedemann 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
2021 Q2	–	Sell	-90,065	Closed	-$4.03M	–	366
2021 Q1	$4.03M	Hold	90,065	–	–	0.18%	65
2020 Q4	$3.11M	Buy	+90,065	New	+$2.58M	0.15%	70

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Tiedemann Advisors's UPWK Position: Q2 2021 in Review

Tiedemann Advisors sold out of Upwork (UPWK) in Q2 2021, closing a stake of 90,065 shares — an estimated $4.03M sold.

Tiedemann Advisors first reported a position in UPWK in Q4 2020 and held it in 2 quarters. The position peaked at $4.03M in Q1 2021. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2021.

Tiedemann Advisors reported no remaining Upwork position as of Q2 2021 after selling out during the quarter.
Tiedemann Advisors sold 90,065 Upwork shares in Q2 2021, an estimated $4.03M.
Tiedemann Advisors first reported a position in Upwork in Q4 2020 and held it in 2 quarters.
Tiedemann Advisors's Upwork position peaked at $4.03M in Q1 2021.
268 funds tracked by Wall St. Rank held Upwork as of Q2 2021.

Based on Tiedemann Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.