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Capasso Planning Partners’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Capasso Planning Partners’s Portfolio FXB Stock Details FXB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,952
Closed -$767K – 116
2024
Q3 		$767K Buy
+5,952
New +$745K 0.23% 73

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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSA
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Capasso Planning Partners's FXB Position: Q4 2024 in Review

Capasso Planning Partners sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2024, closing a stake of 5,952 shares — an estimated $767K sold.

Capasso Planning Partners first reported a position in FXB in Q3 2024 and held it in 1 quarter. The position peaked at $767K in Q3 2024. 25 funds tracked by Wall St. Rank hold FXB as of Q4 2024.

  • Capasso Planning Partners reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 5,952 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2024, an estimated $767K.
  • Capasso Planning Partners first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2024 and held it in 1 quarter.
  • Capasso Planning Partners's Invesco CurrencyShares British Pound Sterling Trust position peaked at $767K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.