Northwestern Mutual Wealth Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FXY Stock Details FXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$61	–	3615
2024 Q1	$61	Buy	+1	New	+$62	﹤0.01%	3459
2022 Q2	–	Sell	-126	Closed	-$10K	–	3279
2022 Q1	$10K	Buy	+126	New	+$10.2K	﹤0.01%	2528
2021 Q2	–	Sell	-1	Closed	–	–	3064
2021 Q1	$0	Sell	1 -19	-95%	-$1.69K	﹤0.01%	2848
2020 Q4	$2K	Buy	+20	New	+$1.81K	﹤0.01%	2527
2018 Q1	–	Sell	-65	Closed	-$6K	–	2267
2017 Q4	$6K	Buy	+65	New	+$5.53K	﹤0.01%	1882

Other funds holding FXY

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's FXY Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q2 2024, closing a stake of 1 share — an estimated $61 sold.

Northwestern Mutual Wealth Management first reported a position in FXY in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 60 funds tracked by Wall St. Rank hold FXY as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1 Invesco CurrencyShares Japanese Yen Trust share in Q2 2024, an estimated $61.
Northwestern Mutual Wealth Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2017 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $10K in Q1 2022.
60 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.