O'Dell Group’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-302	Closed	-$30.8K	–	234
2023 Q4	$30.8K	Buy	+302	New	+$30K	0.01%	253
2023 Q3	–	Sell	-302	Closed	-$30.4K	–	219
2023 Q2	$30.4K	Buy	+302	New	+$30.4K	0.01%	242
2022 Q4	–	Sell	-302	Closed	-$27K	–	196
2022 Q3	$27K	Buy	302 +212	+236%	+$19.7K	0.01%	194
2022 Q2	$9K	Hold	90	–	–	﹤0.01%	286
2022 Q1	$9K	Hold	90	–	–	﹤0.01%	323
2021 Q4	$10K	Hold	90	–	–	﹤0.01%	304
2021 Q3	$10K	Buy	+90	New	+$9.9K	﹤0.01%	291

Other funds holding FXE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

O'Dell Group's FXE Position: Q1 2024 in Review

O'Dell Group sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2024, closing a stake of 302 shares — an estimated $30.8K sold.

O'Dell Group first reported a position in FXE in Q3 2021 and held it in 7 quarters. The position peaked at $30.8K in Q4 2023. 39 funds tracked by Wall St. Rank hold FXE as of Q1 2024.

O'Dell Group reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 302 Invesco CurrencyShares Euro Currency Trust shares in Q1 2024, an estimated $30.8K.
O'Dell Group first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2021 and held it in 7 quarters.
O'Dell Group's Invesco CurrencyShares Euro Currency Trust position peaked at $30.8K in Q4 2023.
39 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.