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

Cornerstone Wealth Management’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
2022
Q3 		– Sell
-3,032
Closed -$209K – 449
2022
Q2 		$209K Buy
+3,032
New +$219K 0.02% 419

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Cornerstone Wealth Management's FXY Position: Q3 2022 in Review

Cornerstone Wealth Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q3 2022, closing a stake of 3,032 shares — an estimated $209K sold.

Cornerstone Wealth Management first reported a position in FXY in Q2 2022 and held it in 1 quarter. The position peaked at $209K in Q2 2022. 44 funds tracked by Wall St. Rank hold FXY as of Q3 2022.

  • Cornerstone Wealth Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q3 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,032 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2022, an estimated $209K.
  • Cornerstone Wealth Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2022 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $209K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.