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Focused Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Focused Wealth Management’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,200
Closed -$166K – 836
2020
Q1 		$166K Buy
+6,200
New +$165K 0.05% 133

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OPCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Focused Wealth Management's UUP Position: Q2 2020 in Review

Focused Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2020, closing a stake of 6,200 shares — an estimated $166K sold.

Focused Wealth Management first reported a position in UUP in Q1 2020 and held it in 1 quarter. The position peaked at $166K in Q1 2020. 66 funds tracked by Wall St. Rank hold UUP as of Q2 2020.

  • Focused Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2020 after selling out during the quarter.
  • Focused Wealth Management sold 6,200 Invesco DB US Dollar Index Bullish Fund shares in Q2 2020, an estimated $166K.
  • Focused Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and held it in 1 quarter.
  • Focused Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $166K in Q1 2020.
  • 66 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2020.

Based on Focused Wealth Management's 13F filing for Q2 2020, filed 24 Jul 2020.