Atlas Private Wealth Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Atlas Private Wealth Management’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 Q2	–	Sell	-1,100	Closed	-$94K	–	210
2021 Q1	$94K	Hold	1,100	–	–	0.06%	153
2020 Q4	$101K	Hold	1,100	–	–	0.07%	152
2020 Q3	$99K	Hold	1,100	–	–	0.08%	148
2020 Q2	$96K	Hold	1,100	–	–	0.08%	153
2020 Q1	$97K	Buy	+1,100	New	+$95.8K	0.09%	145

Other funds holding FXY

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Private Wealth Management's FXY Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q2 2021, closing a stake of 1,100 shares — an estimated $94K sold.

Atlas Private Wealth Management first reported a position in FXY in Q1 2020 and held it in 5 quarters. The position peaked at $101K in Q4 2020. 32 funds tracked by Wall St. Rank hold FXY as of Q2 2021.

Atlas Private Wealth Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,100 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2021, an estimated $94K.
Atlas Private Wealth Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2020 and held it in 5 quarters.
Atlas Private Wealth Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $101K in Q4 2020.
32 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.