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Beaumont Financial Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Beaumont Financial Advisors’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,767
Closed -$1.6M – 283
2020
Q1 		$1.6M Buy
+16,767
New +$1.6M 0.2% 82

Other funds holding FXF

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Bank of America
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UBS Group
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Beaumont Financial Advisors's FXF Position: Q2 2020 in Review

Beaumont Financial Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2020, closing a stake of 16,767 shares — an estimated $1.6M sold.

Beaumont Financial Advisors first reported a position in FXF in Q1 2020 and held it in 1 quarter. The position peaked at $1.6M in Q1 2020. 36 funds tracked by Wall St. Rank hold FXF as of Q2 2020.

  • Beaumont Financial Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 16,767 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2020, an estimated $1.6M.
  • Beaumont Financial Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2020 and held it in 1 quarter.
  • Beaumont Financial Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.6M in Q1 2020.
  • 36 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2020.

Based on Beaumont Financial Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.