Evoke Wealth
FXA icon

Evoke Wealth’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Evoke Wealth’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
-4,200
Closed -$258K – 1114
2020
Q1 		$258K Buy
+4,200
New +$276K 0.04% 153

Other funds holding FXA

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evoke Wealth's FXA Position: Q2 2020 in Review

Evoke Wealth sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q2 2020, closing a stake of 4,200 shares — an estimated $258K sold.

Evoke Wealth first reported a position in FXA in Q1 2020 and held it in 1 quarter. The position peaked at $258K in Q1 2020. 30 funds tracked by Wall St. Rank hold FXA as of Q2 2020.

  • Evoke Wealth reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q2 2020 after selling out during the quarter.
  • Evoke Wealth sold 4,200 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2020, an estimated $258K.
  • Evoke Wealth first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q1 2020 and held it in 1 quarter.
  • Evoke Wealth's Invesco CurrencyShares Australian Dollar Trust position peaked at $258K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.