Grimes & Company’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Grimes & Company’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
2021 Q4	–	Sell	-1,550	Closed	-$201K	–	307
2021 Q3	$201K	Hold	1,550	–	–	0.01%	286
2021 Q2	$207K	Hold	1,550	–	–	0.01%	287
2021 Q1	$206K	Hold	1,550	–	–	0.01%	267
2020 Q4	$205K	Buy	+1,550	New	+$198K	0.01%	255
2018 Q2	–	Sell	-1,550	Closed	-$211K	–	240
2018 Q1	$211K	Hold	1,550	–	–	0.02%	219
2017 Q4	$203K	Hold	1,550	–	–	0.02%	206
2017 Q3	$202K	Buy	+1,550	New	+$197K	0.02%	193
2016 Q3	–	Sell	-1,550	Closed	-$202K	–	205
2016 Q2	$202K	Buy	+1,550	New	+$217K	0.03%	193

Other funds holding FXB

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

WAM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

HSA

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

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

Grimes & Company's FXB Position: Q4 2021 in Review

Grimes & Company sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2021, closing a stake of 1,550 shares — an estimated $201K sold.

Grimes & Company first reported a position in FXB in Q2 2016 and held it in 8 quarters. The position peaked at $211K in Q1 2018. 31 funds tracked by Wall St. Rank hold FXB as of Q4 2021.

Grimes & Company reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2021 after selling out during the quarter.
Grimes & Company sold 1,550 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2021, an estimated $201K.
Grimes & Company first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2016 and held it in 8 quarters.
Grimes & Company's Invesco CurrencyShares British Pound Sterling Trust position peaked at $211K in Q1 2018.
31 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2021.

Based on Grimes & Company's 13F filing for Q4 2021, filed 1 Feb 2022.