Stifel Financial’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Stifel Financial’s Portfolio FXB Stock Details FXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,524	Closed	-$310K	–	3362
2023 Q4	$310K	Buy	+2,524	New	+$301K	﹤0.01%	2827
2018 Q4	–	Sell	-5,225	Closed	-$660K	–	2724
2018 Q3	$660K	Hold	5,225	–	–	﹤0.01%	1950
2018 Q2	$669K	Sell	5,225 -20	-0.4%	-$2.64K	﹤0.01%	1867
2018 Q1	$714K	Buy	5,245 +20	+0.4%	+$2.71K	﹤0.01%	1765
2017 Q4	$686K	Sell	5,225 -35	-0.7%	-$4.52K	﹤0.01%	1739
2017 Q3	$687K	Sell	5,260 -175	-3%	-$22.3K	﹤0.01%	1704
2017 Q2	$690K	Sell	5,435 -75	-1%	-$9.36K	﹤0.01%	1686
2017 Q1	$672K	Buy	5,510 +2,708	+97%	+$327K	﹤0.01%	1652
2016 Q4	$338K	Buy	2,802 +987	+54%	+$120K	﹤0.01%	1972
2016 Q3	$228K	Buy	1,815 +215	+13%	+$27.6K	﹤0.01%	2113
2016 Q2	$210K	Buy	+1,600	New	+$224K	﹤0.01%	2234

Other funds holding FXB

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

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's FXB Position: Q1 2024 in Review

Stifel Financial sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2024, closing a stake of 2,524 shares — an estimated $310K sold.

Stifel Financial first reported a position in FXB in Q2 2016 and held it in 11 quarters. The position peaked at $714K in Q1 2018. 33 funds tracked by Wall St. Rank hold FXB as of Q1 2024.

Stifel Financial reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2024 after selling out during the quarter.
Stifel Financial sold 2,524 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2024, an estimated $310K.
Stifel Financial first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2016 and held it in 11 quarters.
Stifel Financial's Invesco CurrencyShares British Pound Sterling Trust position peaked at $714K in Q1 2018.
33 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.