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Bell Investment Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Bell Investment Advisors’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
Q4 		$7K Hold
100
– – ﹤0.01% 604
2021
Q3 		$7K Buy
+100
New +$7.3K ﹤0.01% 569

Other funds holding FXA

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Bell Investment Advisors's FXA Position: Q4 2021 in Review

Bell Investment Advisors held its Invesco CurrencyShares Australian Dollar Trust (FXA) position steady in Q4 2021 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Bell Investment Advisors first reported a position in FXA in Q3 2021 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold FXA as of Q4 2021.

  • Bell Investment Advisors held 100 shares of Invesco CurrencyShares Australian Dollar Trust worth $7K as of Q4 2021.
  • Bell Investment Advisors left its Invesco CurrencyShares Australian Dollar Trust share count unchanged in Q4 2021.
  • Invesco CurrencyShares Australian Dollar Trust made up ﹤0.01% of Bell Investment Advisors's portfolio in Q4 2021, its #604 holding.
  • Bell Investment Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q3 2021 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2021.

Based on Bell Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.