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FourThought Financial’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

FourThought Financial’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$2K – 1578
2021
Q4 		$2K Buy
+100
New +$2.04K ﹤0.01% 1391

Other funds holding UDN

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FourThought Financial's UDN Position: Q1 2022 in Review

FourThought Financial sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

FourThought Financial first reported a position in UDN in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 15 funds tracked by Wall St. Rank hold UDN as of Q1 2022.

  • FourThought Financial reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2022 after selling out during the quarter.
  • FourThought Financial sold 100 Invesco DB US Dollar Index Bearish Fund shares in Q1 2022, an estimated $2K.
  • FourThought Financial first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2021 and held it in 1 quarter.
  • FourThought Financial's Invesco DB US Dollar Index Bearish Fund position peaked at $2K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.