Berkeley Capital Partners’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Berkeley Capital Partners’s Portfolio FXE Stock Details FXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,120	Closed	-$394K	–	170
2024 Q4	$394K	Buy	+4,120	New	+$406K	0.11%	136
2024 Q1	–	Sell	-7,676	Closed	-$783K	–	168
2023 Q4	$783K	Hold	7,676	–	–	0.26%	84
2023 Q3	$750K	Buy	+7,676	New	+$771K	0.27%	77
2023 Q1	–	Sell	-29,022	Closed	-$2.87M	–	144
2022 Q4	$2.87M	Buy	+29,022	New	+$2.73M	1.11%	16

Other funds holding FXE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Berkeley Capital Partners's FXE Position: Q1 2025 in Review

Berkeley Capital Partners sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2025, closing a stake of 4,120 shares — an estimated $394K sold.

Berkeley Capital Partners first reported a position in FXE in Q4 2022 and held it in 4 quarters. The position peaked at $2.87M in Q4 2022. 53 funds tracked by Wall St. Rank hold FXE as of Q1 2025.

Berkeley Capital Partners reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2025 after selling out during the quarter.
Berkeley Capital Partners sold 4,120 Invesco CurrencyShares Euro Currency Trust shares in Q1 2025, an estimated $394K.
Berkeley Capital Partners first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2022 and held it in 4 quarters.
Berkeley Capital Partners's Invesco CurrencyShares Euro Currency Trust position peaked at $2.87M in Q4 2022.
53 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2025.

Based on Berkeley Capital Partners's 13F filing for Q1 2025, filed 5 May 2025.