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Claraphi Advisory Network’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-283
Closed -$17K – 613
2020
Q1 		$17K Buy
+283
New +$18.6K 0.01% 669

Other funds holding FXA

Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Claraphi Advisory Network's FXA Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q2 2020, closing a stake of 283 shares — an estimated $17K sold.

Claraphi Advisory Network first reported a position in FXA in Q1 2020 and held it in 1 quarter. The position peaked at $17K in Q1 2020. 30 funds tracked by Wall St. Rank hold FXA as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 283 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2020, an estimated $17K.
  • Claraphi Advisory Network first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Invesco CurrencyShares Australian Dollar Trust position peaked at $17K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.