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Legacy Capital Partners’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Legacy Capital Partners’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16,487
Closed -$359K – 142
2020
Q4 		$359K Buy
+16,487
New +$351K 0.14% 106

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Legacy Capital Partners's UDN Position: Q1 2021 in Review

Legacy Capital Partners sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2021, closing a stake of 16,487 shares — an estimated $359K sold.

Legacy Capital Partners first reported a position in UDN in Q4 2020 and held it in 1 quarter. The position peaked at $359K in Q4 2020. 23 funds tracked by Wall St. Rank hold UDN as of Q1 2021.

  • Legacy Capital Partners reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2021 after selling out during the quarter.
  • Legacy Capital Partners sold 16,487 Invesco DB US Dollar Index Bearish Fund shares in Q1 2021, an estimated $359K.
  • Legacy Capital Partners first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2020 and held it in 1 quarter.
  • Legacy Capital Partners's Invesco DB US Dollar Index Bearish Fund position peaked at $359K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2021.

Based on Legacy Capital Partners's 13F filing for Q1 2021, filed 20 Apr 2021.