Renaissance Technologies
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Renaissance Technologies’s Upexi UPXI Stock Holding History

Renaissance Technologies’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
Q4 		– Sell
-655
Closed -$2.57K – 3932
2024
Q3 		$2.57K Sell
655
-240
-27% -$1.32K ﹤0.01% 3483
2024
Q2 		$6.46K Buy
895
+55
+7% +$524 ﹤0.01% 3433
2024
Q1 		$10K Buy
840
+305
+57% +$5.56K ﹤0.01% 3624
2023
Q4 		$12K Buy
+535
New +$12.4K ﹤0.01% 3629
2023
Q3 		– Sell
-500
Closed -$23K – 4129
2023
Q2 		$23K Sell
500
-165
-25% -$11.3K ﹤0.01% 3748
2023
Q1 		$54K Sell
665
-380
-36% -$29.4K ﹤0.01% 3644
2022
Q4 		$63K Buy
1,045
+90
+9% +$7.64K ﹤0.01% 3749
2022
Q3 		$74K Buy
955
+25
+3% +$2.27K ﹤0.01% 3670
2022
Q2 		$78K Buy
+930
New +$87.6K ﹤0.01% 3905

Other funds holding UPXI

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Renaissance Technologies's UPXI Position: Q4 2024 in Review

Renaissance Technologies sold out of Upexi (UPXI) in Q4 2024, closing a stake of 655 shares — an estimated $2.57K sold.

Renaissance Technologies first reported a position in UPXI in Q2 2022 and held it in 9 quarters. The position peaked at $78K in Q2 2022. 7 funds tracked by Wall St. Rank hold UPXI as of Q4 2024.

  • Renaissance Technologies reported no remaining Upexi position as of Q4 2024 after selling out during the quarter.
  • Renaissance Technologies sold 655 Upexi shares in Q4 2024, an estimated $2.57K.
  • Renaissance Technologies first reported a position in Upexi in Q2 2022 and held it in 9 quarters.
  • Renaissance Technologies's Upexi position peaked at $78K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Upexi as of Q4 2024.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.