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Avantax Planning Partners’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Avantax Planning Partners’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
2019
Q1 		– Sell
-2,373
Closed -$207K – 297
2018
Q4 		$207K Buy
+2,373
New +$201K 0.02% 254

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Avantax Planning Partners's FXY Position: Q1 2019 in Review

Avantax Planning Partners sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2019, closing a stake of 2,373 shares — an estimated $207K sold.

Avantax Planning Partners first reported a position in FXY in Q4 2018 and held it in 1 quarter. The position peaked at $207K in Q4 2018. 39 funds tracked by Wall St. Rank hold FXY as of Q1 2019.

  • Avantax Planning Partners reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 2,373 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2019, an estimated $207K.
  • Avantax Planning Partners first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Invesco CurrencyShares Japanese Yen Trust position peaked at $207K in Q4 2018.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2019.

Based on Avantax Planning Partners's 13F filing for Q1 2019, filed 8 May 2019.