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Gunn & Company Investment Management’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Gunn & Company Investment Management’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,500
Closed -$297K – 88
2024
Q2 		$297K Buy
+4,500
New +$294K 0.02% 122

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Gunn & Company Investment Management's FXA Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2024, closing a stake of 4,500 shares — an estimated $297K sold.

Gunn & Company Investment Management first reported a position in FXA in Q2 2024 and held it in 1 quarter. The position peaked at $297K in Q2 2024. 20 funds tracked by Wall St. Rank hold FXA as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 4,500 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2024, an estimated $297K.
  • Gunn & Company Investment Management first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's Invesco CurrencyShares Australian Dollar Trust position peaked at $297K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.