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Acima Private Wealth’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Acima Private Wealth’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29,984
Closed -$3.06M – 208
2023
Q4 		$3.06M Buy
29,984
+743
+3% +$73.8K 1.19% 21
2023
Q3 		$2.86M Buy
29,241
+4,514
+18% +$454K 1.27% 24
2023
Q2 		$2.49M Sell
24,727
-80
-0.3% -$8.04K 1.19% 25
2023
Q1 		$2.49M Sell
24,807
-4
-0% -$396 1.22% 26
2022
Q4 		$2.45M Buy
24,811
+3,435
+16% +$324K 1.26% 25
2022
Q3 		$1.93M Buy
21,376
+546
+3% +$50.8K 0.99% 29
2022
Q2 		$2.02M Sell
20,830
-4,866
-19% -$480K 1.01% 31
2022
Q1 		$2.64M Sell
25,696
-3,089
-11% -$322K 1.22% 24
2021
Q4 		$3.04M Buy
28,785
+3,175
+12% +$338K 1.31% 25
2021
Q3 		$2.77M Buy
25,610
+34
+0.1% +$3.74K 1.27% 26
2021
Q2 		$2.83M Buy
25,576
+1,226
+5% +$138K 1.3% 26
2021
Q1 		$2.67M Buy
24,350
+500
+2% +$56.5K 1.31% 26
2020
Q4 		$2.74M Sell
23,850
-17,804
-43% -$2M 1.42% 25
2020
Q3 		$4.6M Sell
41,654
-12,053
-22% -$1.33M 2.77% 7
2020
Q2 		$5.69M Sell
53,707
-1,366
-2% -$142K 3.68% 2
2020
Q1 		$5.74M Sell
55,073
-12,444
-18% -$1.3M 4.42% 2
2019
Q4 		$7.18M Buy
67,517
+1,594
+2% +$168K 4.96% 1
2019
Q3 		$6.83M Buy
65,923
+960
+1% +$101K 5.22% 2
2019
Q2 		$7.03M Buy
64,963
+21,092
+48% +$2.26M 5.55% 2
2019
Q1 		$4.7M Buy
43,871
+21,933
+100% +$2.38M 4.02% 5
2018
Q4 		$2.4M Buy
+21,938
New +$2.4M 2.35% 7

Other funds holding FXE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Acima Private Wealth's FXE Position: Q1 2024 in Review

Acima Private Wealth sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2024, closing a stake of 29,984 shares — an estimated $3.06M sold.

Acima Private Wealth first reported a position in FXE in Q4 2018 and held it in 21 quarters. The position peaked at $7.18M in Q4 2019. 39 funds tracked by Wall St. Rank hold FXE as of Q1 2024.

  • Acima Private Wealth reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 29,984 Invesco CurrencyShares Euro Currency Trust shares in Q1 2024, an estimated $3.06M.
  • Acima Private Wealth first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2018 and held it in 21 quarters.
  • Acima Private Wealth's Invesco CurrencyShares Euro Currency Trust position peaked at $7.18M in Q4 2019.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.