Cedar Mountain Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Cedar Mountain 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 Q2	–	Sell	-29,600	Closed	-$2.24M	–	278
2021 Q1	$2.24M	Hold	29,600	–	–	0.76%	14
2020 Q4	$2.27M	Hold	29,600	–	–	0.81%	14
2020 Q3	$2.11M	Hold	29,600	–	–	0.86%	14
2020 Q2	$2.04M	Hold	29,600	–	–	0.88%	14
2020 Q1	$1.82M	Hold	29,600	–	–	0.91%	14
2019 Q4	$2.08M	Buy	+29,600	New	+$2.02M	0.84%	13

Other funds holding FXA

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cedar Mountain Advisors's FXA Position: Q2 2021 in Review

Cedar Mountain Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q2 2021, closing a stake of 29,600 shares — an estimated $2.24M sold.

Cedar Mountain Advisors first reported a position in FXA in Q4 2019 and held it in 6 quarters. The position peaked at $2.27M in Q4 2020. 30 funds tracked by Wall St. Rank hold FXA as of Q2 2021.

Cedar Mountain Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q2 2021 after selling out during the quarter.
Cedar Mountain Advisors sold 29,600 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2021, an estimated $2.24M.
Cedar Mountain Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2019 and held it in 6 quarters.
Cedar Mountain Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $2.27M in Q4 2020.
30 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2021.

Based on Cedar Mountain Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.