Sowell Financial Services’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,618	Closed	-$183K	–	1344
2021 Q1	$183K	Buy	1,618 +483	+43%	+$54.6K	0.01%	1099
2020 Q4	$130K	Hold	1,135	–	–	0.01%	1051
2020 Q3	$125K	Buy	+1,135	New	+$125K	0.01%	901
2019 Q4	–	Sell	-20	Closed	-$2K	–	2562
2019 Q3	$2K	Buy	+20	New	+$2.11K	﹤0.01%	2074

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

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

APW

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Sowell Financial Services's FXE Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2021, closing a stake of 1,618 shares — an estimated $183K sold.

Sowell Financial Services first reported a position in FXE in Q3 2019 and held it in 4 quarters. The position peaked at $183K in Q1 2021. 48 funds tracked by Wall St. Rank hold FXE as of Q2 2021.

Sowell Financial Services reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,618 Invesco CurrencyShares Euro Currency Trust shares in Q2 2021, an estimated $183K.
Sowell Financial Services first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2019 and held it in 4 quarters.
Sowell Financial Services's Invesco CurrencyShares Euro Currency Trust position peaked at $183K in Q1 2021.
48 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.