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Waypoint Wealth Partners’s Upwork UPWK Stock Holding History

Waypoint Wealth Partners’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
Q2 		– Sell
-14,475
Closed -$177K – 74
2024
Q1 		$177K Hold
14,475
– – 0.05% 70
2023
Q4 		$215K Hold
14,475
– – 0.07% 69
2023
Q3 		$164K Hold
14,475
– – 0.06% 73
2023
Q2 		$135K Hold
14,475
– – 0.05% 69
2023
Q1 		$164K Hold
14,475
– – 0.06% 67
2022
Q4 		$151K Hold
14,475
– – 0.06% 61
2022
Q3 		$197K Hold
14,475
– – 0.08% 60
2022
Q2 		$299K Buy
+14,475
New +$285K 0.11% 44

Other funds holding UPWK

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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
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Waypoint Wealth Partners's UPWK Position: Q2 2024 in Review

Waypoint Wealth Partners sold out of Upwork (UPWK) in Q2 2024, closing a stake of 14,475 shares — an estimated $177K sold.

Waypoint Wealth Partners first reported a position in UPWK in Q2 2022 and held it in 8 quarters. The position peaked at $299K in Q2 2022. 249 funds tracked by Wall St. Rank hold UPWK as of Q2 2024.

  • Waypoint Wealth Partners reported no remaining Upwork position as of Q2 2024 after selling out during the quarter.
  • Waypoint Wealth Partners sold 14,475 Upwork shares in Q2 2024, an estimated $177K.
  • Waypoint Wealth Partners first reported a position in Upwork in Q2 2022 and held it in 8 quarters.
  • Waypoint Wealth Partners's Upwork position peaked at $299K in Q2 2022.
  • 249 funds tracked by Wall St. Rank held Upwork as of Q2 2024.

Based on Waypoint Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.