Evercore Wealth Management’s Upexi UPXI Stock Holding History

Evercore Wealth Management’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
2023 Q1	–	Sell	-3,750	Closed	-$225K	–	416
2022 Q4	$225K	Buy	+3,750	New	+$318K	﹤0.01%	366

Other funds holding UPXI

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

DFCM

Dark Forest Capital Management San Juan, Puerto Rico $1.13B AUM 18.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Evercore Wealth Management's UPXI Position: Q1 2023 in Review

Evercore Wealth Management sold out of Upexi (UPXI) in Q1 2023, closing a stake of 3,750 shares — an estimated $225K sold.

Evercore Wealth Management first reported a position in UPXI in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 12 funds tracked by Wall St. Rank hold UPXI as of Q1 2023.

Evercore Wealth Management reported no remaining Upexi position as of Q1 2023 after selling out during the quarter.
Evercore Wealth Management sold 3,750 Upexi shares in Q1 2023, an estimated $225K.
Evercore Wealth Management first reported a position in Upexi in Q4 2022 and held it in 1 quarter.
Evercore Wealth Management's Upexi position peaked at $225K in Q4 2022.
12 funds tracked by Wall St. Rank held Upexi as of Q1 2023.

Based on Evercore Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.