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Vanguard Personalized Indexing Management’s Upwork UPWK Stock Holding History

Vanguard Personalized Indexing Management’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
-4,906
Closed -$221K – 1114
2021
Q3 		$221K Buy
+4,906
New +$239K 0.02% 894

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Vanguard Personalized Indexing Management's UPWK Position: Q4 2021 in Review

Vanguard Personalized Indexing Management sold out of Upwork (UPWK) in Q4 2021, closing a stake of 4,906 shares — an estimated $221K sold.

Vanguard Personalized Indexing Management first reported a position in UPWK in Q3 2021 and held it in 1 quarter. The position peaked at $221K in Q3 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

  • Vanguard Personalized Indexing Management reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 4,906 Upwork shares in Q4 2021, an estimated $221K.
  • Vanguard Personalized Indexing Management first reported a position in Upwork in Q3 2021 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Upwork position peaked at $221K in Q3 2021.
  • 270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2021, filed 23 Feb 2022.