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Beese Fulmer Investment Management’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Beese Fulmer Investment Management’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,290
Closed -$324K – 234
2021
Q1 		$324K Hold
4,290
– – 0.04% 169
2020
Q4 		$330K Buy
+4,290
New +$313K 0.04% 166

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NC
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EFS
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Beese Fulmer Investment Management's FXA Position: Q2 2021 in Review

Beese Fulmer Investment Management sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q2 2021, closing a stake of 4,290 shares — an estimated $324K sold.

Beese Fulmer Investment Management first reported a position in FXA in Q4 2020 and held it in 2 quarters. The position peaked at $330K in Q4 2020. 30 funds tracked by Wall St. Rank hold FXA as of Q2 2021.

  • Beese Fulmer Investment Management reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q2 2021 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 4,290 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2021, an estimated $324K.
  • Beese Fulmer Investment Management first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Invesco CurrencyShares Australian Dollar Trust position peaked at $330K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2021.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2021, filed 8 Jul 2021.