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Your Advocates Ltd’s Upwork UPWK Stock Holding History

Your Advocates Ltd’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 		– Sell
-10
Closed -$114 – 282
2023
Q3 		$114 Buy
+10
New +$124 ﹤0.01% 276

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Your Advocates Ltd's UPWK Position: Q4 2023 in Review

Your Advocates Ltd sold out of Upwork (UPWK) in Q4 2023, closing a stake of 10 shares — an estimated $114 sold.

Your Advocates Ltd first reported a position in UPWK in Q3 2023 and held it in 1 quarter. The position peaked at $114 in Q3 2023. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

  • Your Advocates Ltd reported no remaining Upwork position as of Q4 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 10 Upwork shares in Q4 2023, an estimated $114.
  • Your Advocates Ltd first reported a position in Upwork in Q3 2023 and held it in 1 quarter.
  • Your Advocates Ltd's Upwork position peaked at $114 in Q3 2023.
  • 258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.