Beaumont Financial Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Beaumont Financial Advisors’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 Q4	–	Sell	-2,732	Closed	-$231K	–	362
2021 Q3	$231K	Buy	+2,732	New	+$234K	0.02%	317
2020 Q2	–	Sell	-18,919	Closed	-$1.67M	–	284
2020 Q1	$1.67M	Buy	+18,919	New	+$1.65M	0.21%	79

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Beaumont Financial Advisors's FXY Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2021, closing a stake of 2,732 shares — an estimated $231K sold.

Beaumont Financial Advisors first reported a position in FXY in Q1 2020 and held it in 2 quarters. The position peaked at $1.67M in Q1 2020. 37 funds tracked by Wall St. Rank hold FXY as of Q4 2021.

Beaumont Financial Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 2,732 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2021, an estimated $231K.
Beaumont Financial Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2020 and held it in 2 quarters.
Beaumont Financial Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $1.67M in Q1 2020.
37 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.