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Atria Wealth Solutions’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Atria Wealth Solutions’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
-2,250
Closed -$230K – 1999
2023
Q4 		$230K Sell
2,250
-995
-31% -$98.9K ﹤0.01% 1684
2023
Q3 		$317K Sell
3,245
-8,406
-72% -$845K ﹤0.01% 1387
2023
Q2 		$1.17M Buy
11,651
+653
+6% +$65.7K 0.02% 777
2023
Q1 		$1.1M Buy
+10,998
New +$1.09M 0.02% 759

Other funds holding FXE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's FXE Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2024, closing a stake of 2,250 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in FXE in Q1 2023 and held it in 4 quarters. The position peaked at $1.17M in Q2 2023. 39 funds tracked by Wall St. Rank hold FXE as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,250 Invesco CurrencyShares Euro Currency Trust shares in Q1 2024, an estimated $230K.
  • Atria Wealth Solutions first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Invesco CurrencyShares Euro Currency Trust position peaked at $1.17M in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.