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

Obermeyer Wealth Partners’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 Q3	–	Sell	-5,000	Closed	-$504K	–	221
2023 Q2	$504K	Hold	5,000	–	–	0.04%	117
2023 Q1	$501K	Sell	5,000 -525	-10%	-$52K	0.04%	114
2022 Q4	$546K	Sell	5,525 -1,103	-17%	-$104K	0.04%	108
2022 Q3	$599K	Buy	+6,628	New	+$616K	0.05%	94
2021 Q1	–	Sell	-4,260	Closed	-$489K	–	205
2020 Q4	$489K	Hold	4,260	–	–	0.03%	91
2020 Q3	$470K	Buy	+4,260	New	+$470K	0.04%	86

Other funds holding FXE

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

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

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

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Obermeyer Wealth Partners's FXE Position: Q3 2023 in Review

Obermeyer Wealth Partners sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q3 2023, closing a stake of 5,000 shares — an estimated $504K sold.

Obermeyer Wealth Partners first reported a position in FXE in Q3 2020 and held it in 6 quarters. The position peaked at $599K in Q3 2022. 59 funds tracked by Wall St. Rank hold FXE as of Q3 2023.

Obermeyer Wealth Partners reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q3 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 5,000 Invesco CurrencyShares Euro Currency Trust shares in Q3 2023, an estimated $504K.
Obermeyer Wealth Partners first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2020 and held it in 6 quarters.
Obermeyer Wealth Partners's Invesco CurrencyShares Euro Currency Trust position peaked at $599K in Q3 2022.
59 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2023, filed 8 Nov 2023.