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American Portfolios Advisors’s Upexi UPXI Stock Holding History

American Portfolios Advisors’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5
Closed -$509 – 3623
2022
Q1 		$509 Hold
5
– – ﹤0.01% 3465
2021
Q4 		$402 Buy
+5
New +$503 ﹤0.01% 3434

Other funds holding UPXI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's UPXI Position: Q2 2022 in Review

American Portfolios Advisors sold out of Upexi (UPXI) in Q2 2022, closing a stake of 5 shares — an estimated $509 sold.

American Portfolios Advisors first reported a position in UPXI in Q4 2021 and held it in 2 quarters. The position peaked at $509 in Q1 2022. 11 funds tracked by Wall St. Rank hold UPXI as of Q2 2022.

  • American Portfolios Advisors reported no remaining Upexi position as of Q2 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 5 Upexi shares in Q2 2022, an estimated $509.
  • American Portfolios Advisors first reported a position in Upexi in Q4 2021 and held it in 2 quarters.
  • American Portfolios Advisors's Upexi position peaked at $509 in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Upexi as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.