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Investmark Advisory Group’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-170
Closed -$13K – 192
2021
Q4 		$13K Buy
+170
New +$14K 0.01% 259

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BL
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Investmark Advisory Group's FXY Position: Q1 2022 in Review

Investmark Advisory Group sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2022, closing a stake of 170 shares — an estimated $13K sold.

Investmark Advisory Group first reported a position in FXY in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 35 funds tracked by Wall St. Rank hold FXY as of Q1 2022.

  • Investmark Advisory Group reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 170 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2022, an estimated $13K.
  • Investmark Advisory Group first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Invesco CurrencyShares Japanese Yen Trust position peaked at $13K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.