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Altavista Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Altavista Wealth Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$454K Buy
4,600
+500
+12% +$48.9K 0.09% 130
2021
Q3 		$397K Buy
+4,100
New +$404K 0.09% 132

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Altavista Wealth Management's FXF Position: Q4 2021 in Review

Altavista Wealth Management increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 12% in Q4 2021, buying an estimated $48.9K and bringing the position to 4,600 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #130.

Altavista Wealth Management first reported a position in FXF in Q3 2021 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold FXF as of Q4 2021.

  • Altavista Wealth Management held 4,600 shares of Invesco CurrencyShares Swiss Franc Trust worth $454K as of Q4 2021.
  • Altavista Wealth Management bought 500 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2021, an estimated $48.9K.
  • Invesco CurrencyShares Swiss Franc Trust made up 0.09% of Altavista Wealth Management's portfolio in Q4 2021, its #130 holding.
  • Altavista Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2021 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.