IA
FXB icon

IFP Advisors’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-450
Closed -$58K – 3779
2022
Q4 		$58K Buy
+450
New +$50.8K ﹤0.01% 2136
2018
Q2 		– Sell
-45
Closed -$6K – 3934
2018
Q1 		$6K Hold
45
– – ﹤0.01% 3067
2017
Q4 		$6K Sell
45
-82
-65% -$10.6K ﹤0.01% 3113
2017
Q3 		$17K Hold
127
– – ﹤0.01% 2702
2017
Q2 		$16K Buy
127
+45
+55% +$5.61K ﹤0.01% 2706
2017
Q1 		$10K Buy
+82
New +$9.91K ﹤0.01% 2910
2016
Q4 		– Sell
-5
Closed -$1K – 4035
2016
Q3 		$1K Sell
5
-375
-99% -$48.1K ﹤0.01% 3722
2016
Q2 		$49K Buy
+380
New +$53.3K ﹤0.01% 1775
2016
Q1 		– Sell
-162
Closed -$23K – 2750
2015
Q4 		$23K Buy
+162
New +$24.1K ﹤0.01% 2077

Other funds holding FXB

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return