HWM
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HighMark Wealth Management’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

HighMark Wealth Management’s Portfolio FXC Stock Details FXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-50
Closed -$3K – 373
2019
Q4 		$3K Buy
+50
New +$3.74K ﹤0.01% 324

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

HighMark Wealth Management sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in FXC in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 20 funds tracked by Wall St. Rank hold FXC as of Q1 2020.

  • HighMark Wealth Management reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q1 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 50 Invesco CurrencyShares Canadian Dollar Trust shares in Q1 2020, an estimated $3K.
  • HighMark Wealth Management first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q4 2019 and held it in 1 quarter.
  • HighMark Wealth Management's Invesco CurrencyShares Canadian Dollar Trust position peaked at $3K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q1 2020.

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