VitalStone Financial’s Upwork UPWK Stock Holding History

VitalStone Financial’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	-13,740	Closed	-$204K	–	611
2023 Q4	$204K	Buy	+13,740	New	+$177K	0.16%	88

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

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

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

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 New York $124B AUM 33.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

VitalStone Financial's UPWK Position: Q1 2024 in Review

VitalStone Financial sold out of Upwork (UPWK) in Q1 2024, closing a stake of 13,740 shares — an estimated $204K sold.

VitalStone Financial first reported a position in UPWK in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 250 funds tracked by Wall St. Rank hold UPWK as of Q1 2024.

VitalStone Financial reported no remaining Upwork position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 13,740 Upwork shares in Q1 2024, an estimated $204K.
VitalStone Financial first reported a position in Upwork in Q4 2023 and held it in 1 quarter.
VitalStone Financial's Upwork position peaked at $204K in Q4 2023.
250 funds tracked by Wall St. Rank held Upwork as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.