YHB Investment Advisors’s Upwork UPWK Stock Holding History

YHB Investment 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 Q1	–	Sell	-21,009	Closed	-$718K	–	315
2021 Q4	$718K	Buy	+21,009	New	+$929K	0.06%	184

Other funds holding UPWK

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YHB Investment Advisors's UPWK Position: Q1 2022 in Review

YHB Investment Advisors sold out of Upwork (UPWK) in Q1 2022, closing a stake of 21,009 shares — an estimated $718K sold.

YHB Investment Advisors first reported a position in UPWK in Q4 2021 and held it in 1 quarter. The position peaked at $718K in Q4 2021. 234 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

YHB Investment Advisors reported no remaining Upwork position as of Q1 2022 after selling out during the quarter.
YHB Investment Advisors sold 21,009 Upwork shares in Q1 2022, an estimated $718K.
YHB Investment Advisors first reported a position in Upwork in Q4 2021 and held it in 1 quarter.
YHB Investment Advisors's Upwork position peaked at $718K in Q4 2021.
234 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on YHB Investment Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.