OneDigital Investment Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

OneDigital Investment Advisors’s Portfolio FXA Stock Details FXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-590	Closed	-$41K	–	785
2019 Q2	$41K	Hold	590	–	–	﹤0.01%	608
2019 Q1	$42K	Hold	590	–	–	0.01%	525
2018 Q4	$42K	Sell	590 -200	-25%	-$14.3K	0.01%	492
2018 Q3	$57K	Hold	790	–	–	0.01%	382
2018 Q2	$58K	Buy	790 +50	+7%	+$3.78K	0.01%	453
2018 Q1	$57K	Buy	740 +250	+51%	+$19.7K	0.01%	485
2017 Q4	$38K	Buy	490 +420	+600%	+$32.3K	﹤0.01%	585
2017 Q3	$5K	Sell	70 -65	-48%	-$5.14K	﹤0.01%	880
2017 Q2	$10K	Buy	+135	New	+$10.1K	﹤0.01%	940

Other funds holding FXA

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

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OneDigital Investment Advisors's FXA Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2019, closing a stake of 590 shares — an estimated $41K sold.

OneDigital Investment Advisors first reported a position in FXA in Q2 2017 and held it in 9 quarters. The position peaked at $58K in Q2 2018. 25 funds tracked by Wall St. Rank hold FXA as of Q3 2019.

OneDigital Investment Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 590 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2019, an estimated $41K.
OneDigital Investment Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $58K in Q2 2018.
25 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.