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Sowell Financial Services’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-1,300
Closed -$100K – 3168
2020
Q4 		$100K Buy
+1,300
New +$94.8K ﹤0.01% 1155
2017
Q1 		– Sell
-1,270
Closed -$98K – 372
2016
Q4 		$98K Buy
+1,270
New +$95.2K 0.03% 274

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Sowell Financial Services's FXA Position: Q1 2021 in Review

Sowell Financial Services sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2021, closing a stake of 1,300 shares — an estimated $100K sold.

Sowell Financial Services first reported a position in FXA in Q4 2016 and held it in 2 quarters. The position peaked at $100K in Q4 2020. 31 funds tracked by Wall St. Rank hold FXA as of Q1 2021.

  • Sowell Financial Services reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,300 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2021, an estimated $100K.
  • Sowell Financial Services first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2016 and held it in 2 quarters.
  • Sowell Financial Services's Invesco CurrencyShares Australian Dollar Trust position peaked at $100K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.