Janney Montgomery Scott
FXE icon

Janney Montgomery Scott’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Janney Montgomery Scott’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,340
Closed -$522K – 2682
2023
Q3 		$522K Buy
+5,340
New +$537K ﹤0.01% 1740

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott's FXE Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2023, closing a stake of 5,340 shares — an estimated $522K sold.

Janney Montgomery Scott first reported a position in FXE in Q3 2023 and held it in 1 quarter. The position peaked at $522K in Q3 2023. 50 funds tracked by Wall St. Rank hold FXE as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,340 Invesco CurrencyShares Euro Currency Trust shares in Q4 2023, an estimated $522K.
  • Janney Montgomery Scott first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2023 and held it in 1 quarter.
  • Janney Montgomery Scott's Invesco CurrencyShares Euro Currency Trust position peaked at $522K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.