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NewEdge Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

NewEdge Advisors’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-300
Closed -$29 – 3697
2022
Q4 		$29 Buy
+300
New +$27.8K ﹤0.01% 3550
2017
Q3 		– Sell
-100
Closed -$9.83K – 641
2017
Q2 		$9.83K Buy
+100
New +$9.66K ﹤0.01% 970

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ECM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

NewEdge Advisors's FXF Position: Q1 2023 in Review

NewEdge Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2023, closing a stake of 300 shares — an estimated $29 sold.

NewEdge Advisors first reported a position in FXF in Q2 2017 and held it in 2 quarters. The position peaked at $9.83K in Q2 2017. 46 funds tracked by Wall St. Rank hold FXF as of Q1 2023.

  • NewEdge Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 300 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2023, an estimated $29.
  • NewEdge Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2017 and held it in 2 quarters.
  • NewEdge Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $9.83K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.