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Ancora Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Ancora Advisors’s Portfolio FXY Stock Details FXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,000
Closed -$183K – 1770
2020
Q4 		$183K Buy
+2,000
New +$181K 0.01% 639

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Citadel Advisors Miami, Florida $618B AUM 30.34% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Ancora Advisors's FXY Position: Q1 2021 in Review

Ancora Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2021, closing a stake of 2,000 shares — an estimated $183K sold.

Ancora Advisors first reported a position in FXY in Q4 2020 and held it in 1 quarter. The position peaked at $183K in Q4 2020. 39 funds tracked by Wall St. Rank hold FXY as of Q1 2021.

  • Ancora Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2021 after selling out during the quarter.
  • Ancora Advisors sold 2,000 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2021, an estimated $183K.
  • Ancora Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2020 and held it in 1 quarter.
  • Ancora Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $183K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2021.

Based on Ancora Advisors's 13F filing for Q1 2021, filed 14 May 2021.