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IFP Advisors’s Upexi UPXI Stock Holding History

IFP 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
2023
Q3 		– Sell
-1
Closed -$52 – 3562
2023
Q2 		$52 Hold
1
– – ﹤0.01% 3389
2023
Q1 		$129 Hold
1
– – ﹤0.01% 3297
2022
Q4 		$1K Hold
1
– – ﹤0.01% 4494
2022
Q3 		$1K Hold
1
– – ﹤0.01% 4692
2022
Q2 		$1K Hold
1
– – ﹤0.01% 4462
2022
Q1 		$1K Hold
1
– – ﹤0.01% 4460
2021
Q4 		$1K Hold
1
– – ﹤0.01% 3133
2021
Q3 		$1K Buy
+1
New +$105 ﹤0.01% 3145

Other funds holding UPXI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

IFP Advisors's UPXI Position: Q3 2023 in Review

IFP Advisors sold out of Upexi (UPXI) in Q3 2023, closing a stake of 1 share — an estimated $52 sold.

IFP Advisors first reported a position in UPXI in Q3 2021 and held it in 8 quarters. The position peaked at $1K in Q4 2022. 13 funds tracked by Wall St. Rank hold UPXI as of Q3 2023.

  • IFP Advisors reported no remaining Upexi position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 1 Upexi share in Q3 2023, an estimated $52.
  • IFP Advisors first reported a position in Upexi in Q3 2021 and held it in 8 quarters.
  • IFP Advisors's Upexi position peaked at $1K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Upexi as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.