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Harbor Investment Advisory’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-14
Closed -$982 – 1360
2023
Q1 		$982 Buy
+14
New +$986 ﹤0.01% 1260

Other funds holding FXY

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Harbor Investment Advisory's FXY Position: Q2 2023 in Review

Harbor Investment Advisory sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q2 2023, closing a stake of 14 shares — an estimated $982 sold.

Harbor Investment Advisory first reported a position in FXY in Q1 2023 and held it in 1 quarter. The position peaked at $982 in Q1 2023. 53 funds tracked by Wall St. Rank hold FXY as of Q2 2023.

  • Harbor Investment Advisory reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q2 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 14 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2023, an estimated $982.
  • Harbor Investment Advisory first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2023 and held it in 1 quarter.
  • Harbor Investment Advisory's Invesco CurrencyShares Japanese Yen Trust position peaked at $982 in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2023.

Based on Harbor Investment Advisory's 13F filing for Q2 2023, filed 14 Jul 2023.