Trivium Point Advisory’s Upwork UPWK Stock Holding History

Trivium Point Advisory’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	-33,285	Closed	-$1.71M	–	262
2021 Q3	$1.71M	Hold	33,285	–	–	0.41%	84
2021 Q2	$1.94M	Sell	33,285 -9	-0%	-$423	0.48%	74
2021 Q1	$1.49M	Buy	+33,294	New	+$1.54M	0.4%	92

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

Trivium Point Advisory's UPWK Position: Q4 2021 in Review

Trivium Point Advisory sold out of Upwork (UPWK) in Q4 2021, closing a stake of 33,285 shares — an estimated $1.71M sold.

Trivium Point Advisory first reported a position in UPWK in Q1 2021 and held it in 3 quarters. The position peaked at $1.94M in Q2 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

Trivium Point Advisory reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
Trivium Point Advisory sold 33,285 Upwork shares in Q4 2021, an estimated $1.71M.
Trivium Point Advisory first reported a position in Upwork in Q1 2021 and held it in 3 quarters.
Trivium Point Advisory's Upwork position peaked at $1.94M in Q2 2021.
270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Trivium Point Advisory's 13F filing for Q4 2021, filed 10 Feb 2022.