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Cornerstone Wealth Group’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Cornerstone Wealth Group’s Portfolio FXY Stock Details FXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-142,983
Closed -$9.23M – 147
2023
Q2 		$9.23M Buy
+142,983
New +$9.69M 1.67% 13

Other funds holding FXY

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cornerstone Wealth Group's FXY Position: Q3 2023 in Review

Cornerstone Wealth Group sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q3 2023, closing a stake of 142,983 shares — an estimated $9.23M sold.

Cornerstone Wealth Group first reported a position in FXY in Q2 2023 and held it in 1 quarter. The position peaked at $9.23M in Q2 2023. 49 funds tracked by Wall St. Rank hold FXY as of Q3 2023.

  • Cornerstone Wealth Group reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Wealth Group sold 142,983 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2023, an estimated $9.23M.
  • Cornerstone Wealth Group first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2023 and held it in 1 quarter.
  • Cornerstone Wealth Group's Invesco CurrencyShares Japanese Yen Trust position peaked at $9.23M in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2023.

Based on Cornerstone Wealth Group's 13F filing for Q3 2023, filed 18 Oct 2023.