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PSI Advisors’s Upexi UPXI Stock Holding History

PSI 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
Q2 		– Sell
-600
Closed -$6.97K – 900
2024
Q1 		$6.97K Buy
+600
New +$10.9K ﹤0.01% 538

Other funds holding UPXI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PSI Advisors's UPXI Position: Q2 2024 in Review

PSI Advisors sold out of Upexi (UPXI) in Q2 2024, closing a stake of 600 shares — an estimated $6.97K sold.

PSI Advisors first reported a position in UPXI in Q1 2024 and held it in 1 quarter. The position peaked at $6.97K in Q1 2024. 14 funds tracked by Wall St. Rank hold UPXI as of Q2 2024.

  • PSI Advisors reported no remaining Upexi position as of Q2 2024 after selling out during the quarter.
  • PSI Advisors sold 600 Upexi shares in Q2 2024, an estimated $6.97K.
  • PSI Advisors first reported a position in Upexi in Q1 2024 and held it in 1 quarter.
  • PSI Advisors's Upexi position peaked at $6.97K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Upexi as of Q2 2024.

Based on PSI Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.