Neuberger Berman Group’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Neuberger Berman Group’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 Q4	–	Sell	-2,300	Closed	-$270K	–	1881
2023 Q3	$270K	Hold	2,300	–	–	﹤0.01%	1623
2023 Q2	$281K	Hold	2,300	–	–	﹤0.01%	1610
2023 Q1	$273K	Hold	2,300	–	–	﹤0.01%	1630
2022 Q4	$267K	Buy	+2,300	New	+$260K	﹤0.01%	1628

Other funds holding FXB

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Neuberger Berman Group's FXB Position: Q4 2023 in Review

Neuberger Berman Group sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2023, closing a stake of 2,300 shares — an estimated $270K sold.

Neuberger Berman Group first reported a position in FXB in Q4 2022 and held it in 4 quarters. The position peaked at $281K in Q2 2023. 38 funds tracked by Wall St. Rank hold FXB as of Q4 2023.

Neuberger Berman Group reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2023 after selling out during the quarter.
Neuberger Berman Group sold 2,300 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2023, an estimated $270K.
Neuberger Berman Group first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q4 2022 and held it in 4 quarters.
Neuberger Berman Group's Invesco CurrencyShares British Pound Sterling Trust position peaked at $281K in Q2 2023.
38 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2023.

Based on Neuberger Berman Group's 13F filing for Q4 2023, filed 9 Feb 2024.