Antonetti Capital Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Antonetti Capital Management’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
2023 Q3	$26.9K	Hold	275	–	–	0.04%	134
2023 Q2	$27.7K	Hold	275	–	–	0.04%	139
2023 Q1	$27.6K	Hold	275	–	–	0.04%	145
2022 Q4	$27.2K	Hold	275	–	–	0.04%	145
2022 Q3	$25K	Buy	+275	New	+$25.6K	0.03%	144

Other funds holding FXE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Antonetti Capital Management's FXE Position: Q3 2023 in Review

Antonetti Capital Management held its Invesco CurrencyShares Euro Currency Trust (FXE) position steady in Q3 2023 at 275 shares worth $26.9K. The position accounts for 0.04% of the portfolio, ranked #134.

Antonetti Capital Management first reported a position in FXE in Q3 2022 and has held it in 5 quarters since. The position peaked at $27.7K in Q2 2023. 59 funds tracked by Wall St. Rank hold FXE as of Q3 2023.

Antonetti Capital Management held 275 shares of Invesco CurrencyShares Euro Currency Trust worth $26.9K as of Q3 2023.
Antonetti Capital Management left its Invesco CurrencyShares Euro Currency Trust share count unchanged in Q3 2023.
Invesco CurrencyShares Euro Currency Trust made up 0.04% of Antonetti Capital Management's portfolio in Q3 2023, its #134 holding.
Antonetti Capital Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2022 and has held it in 5 quarters since.
Antonetti Capital Management's Invesco CurrencyShares Euro Currency Trust position peaked at $27.7K in Q2 2023.
59 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.