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

Cerity 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
2023 Q4	–	Sell	-63,895	Closed	-$7.51M	–	1865
2023 Q3	$7.51M	Buy	+63,895	New	+$7.78M	0.04%	341

Other funds holding FXB

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Cerity Partners's FXB Position: Q4 2023 in Review

Cerity Partners sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2023, closing a stake of 63,895 shares — an estimated $7.51M sold.

Cerity Partners first reported a position in FXB in Q3 2023 and held it in 1 quarter. The position peaked at $7.51M in Q3 2023. 38 funds tracked by Wall St. Rank hold FXB as of Q4 2023.

Cerity Partners reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2023 after selling out during the quarter.
Cerity Partners sold 63,895 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2023, an estimated $7.51M.
Cerity Partners first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2023 and held it in 1 quarter.
Cerity Partners's Invesco CurrencyShares British Pound Sterling Trust position peaked at $7.51M in Q3 2023.
38 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.