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Wipfli Financial Advisors’s Upwork UPWK Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$14K Buy
+1,057
New +$19.9K ﹤0.01% 1726

Other funds holding UPWK

Vanguard Group
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wipfli Financial Advisors's UPWK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Upwork (UPWK) in Q3 2022: 1,057 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings.

228 funds tracked by Wall St. Rank hold UPWK as of Q3 2022.

  • Wipfli Financial Advisors held 1,057 shares of Upwork worth $14K as of Q3 2022.
  • Upwork was a new Wipfli Financial Advisors position in Q3 2022.
  • Upwork made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1726 holding.
  • 228 funds tracked by Wall St. Rank held Upwork as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.