HighTower Advisors’s Upexi UPXI Stock Holding History

HighTower 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
2024 Q3	–	Sell	-10,711	Closed	-$77K	–	3989
2024 Q2	$77K	Hold	10,711	–	–	﹤0.01%	3254
2024 Q1	$124K	Hold	10,711	–	–	﹤0.01%	3109
2023 Q4	$248K	Buy	+10,711	New	+$248K	﹤0.01%	2856

Other funds holding UPXI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's UPXI Position: Q3 2024 in Review

HighTower Advisors sold out of Upexi (UPXI) in Q3 2024, closing a stake of 10,711 shares — an estimated $77K sold.

HighTower Advisors first reported a position in UPXI in Q4 2023 and held it in 3 quarters. The position peaked at $248K in Q4 2023. 8 funds tracked by Wall St. Rank hold UPXI as of Q3 2024.

HighTower Advisors reported no remaining Upexi position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 10,711 Upexi shares in Q3 2024, an estimated $77K.
HighTower Advisors first reported a position in Upexi in Q4 2023 and held it in 3 quarters.
HighTower Advisors's Upexi position peaked at $248K in Q4 2023.
8 funds tracked by Wall St. Rank held Upexi as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.