JFS Wealth Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

JFS Wealth Advisors’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
2021 Q1	–	Sell	-31	Closed	-$4K	–	602
2020 Q4	$4K	Sell	31 -4	-11%	-$449	﹤0.01%	491
2020 Q3	$4K	Sell	35 -1	-3%	-$110	﹤0.01%	461
2020 Q2	$4K	Buy	+36	New	+$3.75K	﹤0.01%	440
2020 Q1	–	Sell	-47	Closed	-$5K	–	523
2019 Q4	$5K	Buy	+47	New	+$4.94K	﹤0.01%	407

Other funds holding FXE

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFS Wealth Advisors's FXE Position: Q1 2021 in Review

JFS Wealth Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2021, closing a stake of 31 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in FXE in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 48 funds tracked by Wall St. Rank hold FXE as of Q1 2021.

JFS Wealth Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2021 after selling out during the quarter.
JFS Wealth Advisors sold 31 Invesco CurrencyShares Euro Currency Trust shares in Q1 2021, an estimated $4K.
JFS Wealth Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2019 and held it in 4 quarters.
JFS Wealth Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $5K in Q4 2019.
48 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2021.

Based on JFS Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.