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

Optimum 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
2020 Q4	–	Sell	-200	Closed	-$14K	–	903
2020 Q3	$14K	Hold	200	–	–	﹤0.01%	649
2020 Q2	$14K	Hold	200	–	–	﹤0.01%	650
2020 Q1	$12K	Hold	200	–	–	﹤0.01%	654
2019 Q4	$14K	Hold	200	–	–	﹤0.01%	721
2019 Q3	$14K	Hold	200	–	–	﹤0.01%	733
2019 Q2	$14K	Hold	200	–	–	﹤0.01%	729
2019 Q1	$14K	Hold	200	–	–	﹤0.01%	746
2018 Q4	$14K	Hold	200	–	–	﹤0.01%	708
2018 Q3	$14K	Hold	200	–	–	﹤0.01%	792
2018 Q2	$15K	Hold	200	–	–	﹤0.01%	787
2018 Q1	$15K	Buy	+200	New	+$15.7K	﹤0.01%	757
2015 Q1	$15K	Hold	200	–	–	﹤0.01%	743
2014 Q4	$16K	Hold	200	–	–	0.01%	767
2014 Q3	$18K	Hold	200	–	–	0.01%	664
2014 Q2	$19K	Hold	200	–	–	0.01%	669
2014 Q1	$19K	Hold	200	–	–	0.01%	521
2013 Q4	$18K	Hold	200	–	–	0.01%	534
2013 Q3	$19K	Buy	+200	New	+$18.3K	0.01%	506

Other funds holding FXA

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Optimum Investment Advisors's FXA Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q4 2020, closing a stake of 200 shares — an estimated $14K sold.

Optimum Investment Advisors first reported a position in FXA in Q3 2013 and held it in 18 quarters. The position peaked at $19K in Q2 2014. 34 funds tracked by Wall St. Rank hold FXA as of Q4 2020.

Optimum Investment Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 200 Invesco CurrencyShares Australian Dollar Trust shares in Q4 2020, an estimated $14K.
Optimum Investment Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q3 2013 and held it in 18 quarters.
Optimum Investment Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $19K in Q2 2014.
34 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.