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Shay Capital’s Upexi UPXI Stock Holding History

Shay Capital’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
2021
Q3 		– Sell
-1,428
Closed -$177K – 709
2021
Q2 		$177K Buy
+1,428
New +$195K 0.02% 427

Other funds holding UPXI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Shay Capital's UPXI Position: Q3 2021 in Review

Shay Capital sold out of Upexi (UPXI) in Q3 2021, closing a stake of 1,428 shares — an estimated $177K sold.

Shay Capital first reported a position in UPXI in Q2 2021 and held it in 1 quarter. The position peaked at $177K in Q2 2021. 10 funds tracked by Wall St. Rank hold UPXI as of Q3 2021.

  • Shay Capital reported no remaining Upexi position as of Q3 2021 after selling out during the quarter.
  • Shay Capital sold 1,428 Upexi shares in Q3 2021, an estimated $177K.
  • Shay Capital first reported a position in Upexi in Q2 2021 and held it in 1 quarter.
  • Shay Capital's Upexi position peaked at $177K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Upexi as of Q3 2021.

Based on Shay Capital's 13F filing for Q3 2021, filed 15 Nov 2021.