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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
2020
Q2 		– Sell
-5,600
Closed -$6K – 776
2020
Q1 		$6K Buy
+5,600
New +$694K ﹤0.01% 508

Other funds holding FXB

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.