Richard C. Young & Co’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Richard C. Young & Co’s Portfolio FXF Stock Details FXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9,848	Closed	-$964K	–	71
2021 Q2	$964K	Buy	9,848 +120	+1%	+$12K	0.12%	67
2021 Q1	$935K	Buy	9,728 +1,641	+20%	+$165K	0.12%	67
2020 Q4	$833K	Buy	+8,087	New	+$817K	0.13%	66

Other funds holding FXF

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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FCCM

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Richard C. Young & Co's FXF Position: Q3 2021 in Review

Richard C. Young & Co sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2021, closing a stake of 9,848 shares — an estimated $964K sold.

Richard C. Young & Co first reported a position in FXF in Q4 2020 and held it in 3 quarters. The position peaked at $964K in Q2 2021. 48 funds tracked by Wall St. Rank hold FXF as of Q3 2021.

Richard C. Young & Co reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2021 after selling out during the quarter.
Richard C. Young & Co sold 9,848 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2021, an estimated $964K.
Richard C. Young & Co first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2020 and held it in 3 quarters.
Richard C. Young & Co's Invesco CurrencyShares Swiss Franc Trust position peaked at $964K in Q2 2021.
48 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2021.

Based on Richard C. Young & Co's 13F filing for Q3 2021, filed 10 Nov 2021.