Focused Wealth Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Focused Wealth Management’s Portfolio FXB Stock Details FXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-38	Closed	-$4.67K	–	476
2023 Q4	$4.67K	Hold	38	–	–	﹤0.01%	664
2023 Q3	$4.47K	Hold	38	–	–	﹤0.01%	665
2023 Q2	$4.64K	Hold	38	–	–	﹤0.01%	688
2023 Q1	$4.51K	Hold	38	–	–	﹤0.01%	690
2022 Q4	$4.41K	Hold	38	–	–	﹤0.01%	678
2022 Q3	$4K	Hold	38	–	–	﹤0.01%	654
2022 Q2	$4K	Hold	38	–	–	﹤0.01%	644
2022 Q1	$5K	Hold	38	–	–	﹤0.01%	662
2021 Q4	$5K	Hold	38	–	–	﹤0.01%	695
2021 Q3	$5K	Hold	38	–	–	﹤0.01%	708
2021 Q2	$5K	Hold	38	–	–	﹤0.01%	714
2021 Q1	$5K	Hold	38	–	–	﹤0.01%	703
2020 Q4	$5K	Hold	38	–	–	﹤0.01%	650
2020 Q3	$5K	Hold	38	–	–	﹤0.01%	596
2020 Q2	$5K	Hold	38	–	–	﹤0.01%	581
2020 Q1	$5K	Hold	38	–	–	﹤0.01%	525
2019 Q4	$5K	Hold	38	–	–	﹤0.01%	574
2019 Q3	$5K	Hold	38	–	–	﹤0.01%	565
2019 Q2	$5K	Hold	38	–	–	﹤0.01%	595
2019 Q1	$5K	Hold	38	–	–	﹤0.01%	546
2018 Q4	$5K	Hold	38	–	–	﹤0.01%	541
2018 Q3	$5K	Hold	38	–	–	﹤0.01%	517
2018 Q2	$5K	Hold	38	–	–	﹤0.01%	514
2018 Q1	$5K	Hold	38	–	–	﹤0.01%	556
2017 Q4	$5K	Hold	38	–	–	﹤0.01%	545
2017 Q3	$5K	Hold	38	–	–	﹤0.01%	511
2017 Q2	$5K	Hold	38	–	–	﹤0.01%	556
2017 Q1	$5K	Hold	38	–	–	﹤0.01%	542
2016 Q4	$5K	Hold	38	–	–	﹤0.01%	550
2016 Q3	$5K	Sell	38 -68	-64%	-$8.72K	﹤0.01%	526
2016 Q2	$14K	Buy	+106	New	+$14.9K	0.01%	399

Other funds holding FXB

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focused Wealth Management's FXB Position: Q1 2024 in Review

Focused Wealth Management sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2024, closing a stake of 38 shares — an estimated $4.67K sold.

Focused Wealth Management first reported a position in FXB in Q2 2016 and held it in 31 quarters. The position peaked at $14K in Q2 2016. 33 funds tracked by Wall St. Rank hold FXB as of Q1 2024.

Focused Wealth Management reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 38 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2024, an estimated $4.67K.
Focused Wealth Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2016 and held it in 31 quarters.
Focused Wealth Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $14K in Q2 2016.
33 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.