WealthSource Partners’s Upwork UPWK Stock Holding History

WealthSource 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 Q4	$949K	Sell	63,802 -1,939	-3%	-$25K	0.06%	209
2023 Q3	$747K	Sell	65,741 -1,332	-2%	-$16.5K	0.05%	229
2023 Q2	$626K	Buy	67,073 +36,077	+116%	+$327K	0.04%	267
2023 Q1	$351K	Buy	30,996 +2,343	+8%	+$27.9K	0.02%	379
2022 Q4	$299K	Buy	28,653 +6,572	+30%	+$81.1K	0.02%	398
2022 Q3	$301K	Buy	+22,081	New	+$415K	0.02%	394
2022 Q1	–	Sell	-5,995	Closed	-$205K	–	630
2021 Q4	$205K	Sell	5,995 -7,017	-54%	-$310K	0.02%	523
2021 Q3	$586K	Buy	13,012 +1,791	+16%	+$87.3K	0.05%	261
2021 Q2	$654K	Buy	11,221 +2,004	+22%	+$94.2K	0.06%	232
2021 Q1	$413K	Buy	9,217 +1,585	+21%	+$73.2K	0.04%	274
2020 Q4	$263K	Buy	+7,632	New	+$218K	0.03%	314

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

DAM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthSource Partners's UPWK Position: Q4 2023 in Review

WealthSource Partners reduced its Upwork (UPWK) stake by 2.9% in Q4 2023, selling an estimated $25K and leaving 63,802 shares worth $949K. The position accounts for 0.06% of the portfolio, ranked #209.

WealthSource Partners first reported a position in UPWK in Q4 2020 and has held it in 11 quarters since. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

WealthSource Partners held 63,802 shares of Upwork worth $949K as of Q4 2023.
WealthSource Partners sold 1,939 Upwork shares in Q4 2023, an estimated $25K.
Upwork made up 0.06% of WealthSource Partners's portfolio in Q4 2023, its #209 holding.
WealthSource Partners first reported a position in Upwork in Q4 2020 and has held it in 11 quarters since.
258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.