WealthPLAN Partners’s Upwork UPWK Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-2,000	Closed	-$22.6K	–	1394
2023 Q1	$22.6K	Buy	+2,000	New	+$23.8K	﹤0.01%	701

Other funds holding UPWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WealthPLAN Partners's UPWK Position: Q2 2023 in Review

WealthPLAN Partners sold out of Upwork (UPWK) in Q2 2023, closing a stake of 2,000 shares — an estimated $22.6K sold.

WealthPLAN Partners first reported a position in UPWK in Q1 2023 and held it in 1 quarter. The position peaked at $22.6K in Q1 2023. 213 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

WealthPLAN Partners reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,000 Upwork shares in Q2 2023, an estimated $22.6K.
WealthPLAN Partners first reported a position in Upwork in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Upwork position peaked at $22.6K in Q1 2023.
213 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.