Newbridge Financial Services Group’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Newbridge Financial Services Group’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	-545	Closed	-$53.2K	–	1228
2023 Q3	$53.2K	Hold	545	–	–	0.03%	401
2023 Q2	$54.9K	Hold	545	–	–	0.03%	430
2023 Q1	$54.6K	Hold	545	–	–	0.03%	443
2022 Q4	$53.8K	Hold	545	–	–	0.03%	448
2022 Q3	$49K	Buy	+545	New	+$50.7K	0.03%	456

Other funds holding FXE

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

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

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

Newbridge Financial Services Group's FXE Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2023, closing a stake of 545 shares — an estimated $53.2K sold.

Newbridge Financial Services Group first reported a position in FXE in Q3 2022 and held it in 5 quarters. The position peaked at $54.9K in Q2 2023. 50 funds tracked by Wall St. Rank hold FXE as of Q4 2023.

Newbridge Financial Services Group reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 545 Invesco CurrencyShares Euro Currency Trust shares in Q4 2023, an estimated $53.2K.
Newbridge Financial Services Group first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2022 and held it in 5 quarters.
Newbridge Financial Services Group's Invesco CurrencyShares Euro Currency Trust position peaked at $54.9K in Q2 2023.
50 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.