Pin Oak Investment Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Pin Oak Investment Advisors’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
2022 Q1	–	Sell	-453	Closed	-$48K	–	431
2021 Q4	$48K	Hold	453	–	–	0.05%	167
2021 Q3	$49K	Sell	453 -134	-23%	-$14.7K	0.05%	163
2021 Q2	$65K	Sell	587 -45	-7%	-$5.08K	0.07%	148
2021 Q1	$69K	Hold	632	–	–	0.06%	159
2020 Q4	$73K	Hold	632	–	–	0.06%	159
2020 Q3	$70K	Buy	+632	New	+$69.7K	0.07%	146

Other funds holding FXE

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

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

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

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

APW

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

Pin Oak Investment Advisors's FXE Position: Q1 2022 in Review

Pin Oak Investment Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2022, closing a stake of 453 shares — an estimated $48K sold.

Pin Oak Investment Advisors first reported a position in FXE in Q3 2020 and held it in 6 quarters. The position peaked at $73K in Q4 2020. 48 funds tracked by Wall St. Rank hold FXE as of Q1 2022.

Pin Oak Investment Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2022 after selling out during the quarter.
Pin Oak Investment Advisors sold 453 Invesco CurrencyShares Euro Currency Trust shares in Q1 2022, an estimated $48K.
Pin Oak Investment Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2020 and held it in 6 quarters.
Pin Oak Investment Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $73K in Q4 2020.
48 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.