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HighMark Wealth Management’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

HighMark Wealth 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
2020
Q1 		– Sell
-55
Closed -$3K – 372
2019
Q4 		$3K Buy
+55
New +$3.76K ﹤0.01% 323

Other funds holding FXA

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Morgan Stanley
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IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HighMark Wealth Management's FXA Position: Q1 2020 in Review

HighMark Wealth Management sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2020, closing a stake of 55 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in FXA in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 24 funds tracked by Wall St. Rank hold FXA as of Q1 2020.

  • HighMark Wealth Management reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 55 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2020, an estimated $3K.
  • HighMark Wealth Management first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2019 and held it in 1 quarter.
  • HighMark Wealth Management's Invesco CurrencyShares Australian Dollar Trust position peaked at $3K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2020.

Based on HighMark Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.