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FDx Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

FDx Advisors’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
2021
Q1 		– Sell
-3,865
Closed -$297K – 778
2020
Q4 		$297K Buy
+3,865
New +$282K 0.01% 576

Other funds holding FXA

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IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

FDx Advisors's FXA Position: Q1 2021 in Review

FDx Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2021, closing a stake of 3,865 shares — an estimated $297K sold.

FDx Advisors first reported a position in FXA in Q4 2020 and held it in 1 quarter. The position peaked at $297K in Q4 2020. 31 funds tracked by Wall St. Rank hold FXA as of Q1 2021.

  • FDx Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2021 after selling out during the quarter.
  • FDx Advisors sold 3,865 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2021, an estimated $297K.
  • FDx Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2020 and held it in 1 quarter.
  • FDx Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $297K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2021.

Based on FDx Advisors's 13F filing for Q1 2021, filed 13 Apr 2021.