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Wealthcare Advisory Partners’s Upwork UPWK Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-1,100
Closed -$49K – 1787
2021
Q1 		$49K Buy
+1,100
New +$50.8K ﹤0.01% 880

Other funds holding UPWK

Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Wealthcare Advisory Partners's UPWK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Upwork (UPWK) in Q2 2021, closing a stake of 1,100 shares — an estimated $49K sold.

Wealthcare Advisory Partners first reported a position in UPWK in Q1 2021 and held it in 1 quarter. The position peaked at $49K in Q1 2021. 269 funds tracked by Wall St. Rank hold UPWK as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Upwork position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,100 Upwork shares in Q2 2021, an estimated $49K.
  • Wealthcare Advisory Partners first reported a position in Upwork in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Upwork position peaked at $49K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held Upwork as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.