Vident Investment Advisory’s Upwork UPWK Stock Holding History

Vident Investment 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
2023 Q3	–	Sell	-19,944	Closed	-$186K	–	1011
2023 Q2	$186K	Buy	+19,944	New	+$181K	0.01%	1074

Other funds holding UPWK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vident Investment Advisory's UPWK Position: Q3 2023 in Review

Vident Investment Advisory sold out of Upwork (UPWK) in Q3 2023, closing a stake of 19,944 shares — an estimated $186K sold.

Vident Investment Advisory first reported a position in UPWK in Q2 2023 and held it in 1 quarter. The position peaked at $186K in Q2 2023. 232 funds tracked by Wall St. Rank hold UPWK as of Q3 2023.

Vident Investment Advisory reported no remaining Upwork position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 19,944 Upwork shares in Q3 2023, an estimated $186K.
Vident Investment Advisory first reported a position in Upwork in Q2 2023 and held it in 1 quarter.
Vident Investment Advisory's Upwork position peaked at $186K in Q2 2023.
232 funds tracked by Wall St. Rank held Upwork as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.