RFP Financial Group’s Upexi UPXI Stock Holding History

RFP Financial Group’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	-111	Closed	-$802	–	761
2024 Q2	$802	Hold	111	–	–	﹤0.01%	832
2024 Q1	$1.29K	Hold	111	–	–	﹤0.01%	739
2023 Q4	$2.58K	Hold	111	–	–	﹤0.01%	649
2023 Q3	$3.84K	Hold	111	–	–	﹤0.01%	548
2023 Q2	$5K	Buy	+111	New	+$7.59K	﹤0.01%	550
2023 Q1	–	Sell	-111	Closed	-$6.67K	–	856
2022 Q4	$6.67K	Buy	+111	New	+$9.42K	﹤0.01%	468

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

RFP Financial Group's UPXI Position: Q3 2024 in Review

RFP Financial Group sold out of Upexi (UPXI) in Q3 2024, closing a stake of 111 shares — an estimated $802 sold.

RFP Financial Group first reported a position in UPXI in Q4 2022 and held it in 6 quarters. The position peaked at $6.67K in Q4 2022. 8 funds tracked by Wall St. Rank hold UPXI as of Q3 2024.

RFP Financial Group reported no remaining Upexi position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 111 Upexi shares in Q3 2024, an estimated $802.
RFP Financial Group first reported a position in Upexi in Q4 2022 and held it in 6 quarters.
RFP Financial Group's Upexi position peaked at $6.67K in Q4 2022.
8 funds tracked by Wall St. Rank held Upexi as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.