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

NewEdge Wealth’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
2024
Q1 		– Sell
-3,304
Closed -$337K – 821
2023
Q4 		$337K Hold
3,304
– – 0.01% 591
2023
Q3 		$323K Hold
3,304
– – 0.01% 530
2023
Q2 		$333K Hold
3,304
– – 0.01% 525
2023
Q1 		$331K Buy
+3,304
New +$327K 0.01% 487

Other funds holding FXE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Wealth's FXE Position: Q1 2024 in Review

NewEdge Wealth sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2024, closing a stake of 3,304 shares — an estimated $337K sold.

NewEdge Wealth first reported a position in FXE in Q1 2023 and held it in 4 quarters. The position peaked at $337K in Q4 2023. 39 funds tracked by Wall St. Rank hold FXE as of Q1 2024.

  • NewEdge Wealth reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2024 after selling out during the quarter.
  • NewEdge Wealth sold 3,304 Invesco CurrencyShares Euro Currency Trust shares in Q1 2024, an estimated $337K.
  • NewEdge Wealth first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2023 and held it in 4 quarters.
  • NewEdge Wealth's Invesco CurrencyShares Euro Currency Trust position peaked at $337K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2024.

Based on NewEdge Wealth's 13F filing for Q1 2024, filed 6 May 2024.