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Valley National Advisers’s Upwork UPWK Stock Holding History

Valley National Advisers’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
2024
Q1 		– Sell
-80
Closed -$1K – 1292
2023
Q4 		$1K Buy
+80
New +$1.03K ﹤0.01% 1162
2021
Q2 		– Sell
-100
Closed -$4K – 938
2021
Q1 		$4K Buy
+100
New +$4.62K ﹤0.01% 669

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Valley National Advisers's UPWK Position: Q1 2024 in Review

Valley National Advisers sold out of Upwork (UPWK) in Q1 2024, closing a stake of 80 shares — an estimated $1K sold.

Valley National Advisers first reported a position in UPWK in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 250 funds tracked by Wall St. Rank hold UPWK as of Q1 2024.

  • Valley National Advisers reported no remaining Upwork position as of Q1 2024 after selling out during the quarter.
  • Valley National Advisers sold 80 Upwork shares in Q1 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Upwork in Q1 2021 and held it in 2 quarters.
  • Valley National Advisers's Upwork position peaked at $4K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held Upwork as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.