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Coppell Advisory Solutions’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Coppell Advisory Solutions’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-146
Closed -$14.1K – 1787
2023
Q3 		$14.1K Buy
+146
New +$14.7K ﹤0.01% 547
2023
Q1 		– Sell
-146
Closed -$14.1K – 542
2022
Q4 		$14.1K Buy
+146
New +$13.5K ﹤0.01% 552

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ICG
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NC
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Coppell Advisory Solutions's FXF Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2023, closing a stake of 146 shares — an estimated $14.1K sold.

Coppell Advisory Solutions first reported a position in FXF in Q4 2022 and held it in 2 quarters. The position peaked at $14.1K in Q3 2023. 45 funds tracked by Wall St. Rank hold FXF as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 146 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2023, an estimated $14.1K.
  • Coppell Advisory Solutions first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Invesco CurrencyShares Swiss Franc Trust position peaked at $14.1K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.