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Fortis Capital Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Fortis Capital Advisors’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
2023
Q1 		– Sell
-100
Closed -$7.11K – 702
2022
Q4 		$7.11K Buy
+100
New +$6.61K ﹤0.01% 498

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QA
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CW
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Fortis Capital Advisors's FXY Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2023, closing a stake of 100 shares — an estimated $7.11K sold.

Fortis Capital Advisors first reported a position in FXY in Q4 2022 and held it in 1 quarter. The position peaked at $7.11K in Q4 2022. 49 funds tracked by Wall St. Rank hold FXY as of Q1 2023.

  • Fortis Capital Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 100 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2023, an estimated $7.11K.
  • Fortis Capital Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $7.11K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.