Evergreen Private Wealth’s Upexi UPXI Stock Holding History

Evergreen Private Wealth’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
2024 Q1	–	Sell	-1	Closed	-$27	–	228
2023 Q4	$27	Buy	+1	New	+$23	﹤0.01%	225

Other funds holding UPXI

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evergreen Private Wealth's UPXI Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Upexi (UPXI) in Q1 2024, closing a stake of 1 share — an estimated $27 sold.

Evergreen Private Wealth first reported a position in UPXI in Q4 2023 and held it in 1 quarter. The position peaked at $27 in Q4 2023. 16 funds tracked by Wall St. Rank hold UPXI as of Q1 2024.

Evergreen Private Wealth reported no remaining Upexi position as of Q1 2024 after selling out during the quarter.
Evergreen Private Wealth sold 1 Upexi share in Q1 2024, an estimated $27.
Evergreen Private Wealth first reported a position in Upexi in Q4 2023 and held it in 1 quarter.
Evergreen Private Wealth's Upexi position peaked at $27 in Q4 2023.
16 funds tracked by Wall St. Rank held Upexi as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.