Financial Gravity Asset Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-23	Closed	-$2K	–	1502
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	890
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	900
2019 Q1	$2K	Buy	+23	New	+$1.99K	﹤0.01%	938
2018 Q3	$2K	Hold	23	–	–	﹤0.01%	957
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	986
2018 Q1	$2K	Buy	+23	New	+$2.04K	﹤0.01%	951

Other funds holding FXY

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Financial Gravity Asset Management's FXY Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2019, closing a stake of 23 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in FXY in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q3 2019. 34 funds tracked by Wall St. Rank hold FXY as of Q4 2019.

Financial Gravity Asset Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 23 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2019, an estimated $2K.
Financial Gravity Asset Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $2K in Q3 2019.
34 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.