SSC
FXE icon

Syverson Strege & Co’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-12
Closed -$1.2K – 275
2023
Q1 		$1.2K Buy
+12
New +$1.19K ﹤0.01% 574

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EST
EA Series Trust Havertown, Pennsylvania $2.84B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LG
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

Syverson Strege & Co's FXE Position: Q2 2023 in Review

Syverson Strege & Co sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2023, closing a stake of 12 shares — an estimated $1.2K sold.

Syverson Strege & Co first reported a position in FXE in Q1 2023 and held it in 1 quarter. The position peaked at $1.2K in Q1 2023. 67 funds tracked by Wall St. Rank hold FXE as of Q2 2023.

  • Syverson Strege & Co reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 12 Invesco CurrencyShares Euro Currency Trust shares in Q2 2023, an estimated $1.2K.
  • Syverson Strege & Co first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's Invesco CurrencyShares Euro Currency Trust position peaked at $1.2K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.