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Baldwin Wealth Partners’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-860
Closed -$55.3K – 539
2024
Q3 		$55.3K Hold
860
– – ﹤0.01% 533
2024
Q2 		$49.5K Buy
+860
New +$51.1K ﹤0.01% 354

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Baldwin Wealth Partners's FXY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2024, closing a stake of 860 shares — an estimated $55.3K sold.

Baldwin Wealth Partners first reported a position in FXY in Q2 2024 and held it in 2 quarters. The position peaked at $55.3K in Q3 2024. 58 funds tracked by Wall St. Rank hold FXY as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 860 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2024, an estimated $55.3K.
  • Baldwin Wealth Partners first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's Invesco CurrencyShares Japanese Yen Trust position peaked at $55.3K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.