Thrive Wealth Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Thrive Wealth Management’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
2023 Q4	–	Sell	-2,509	Closed	-$295K	–	196
2023 Q3	$295K	Buy	2,509 +579	+30%	+$70.5K	0.08%	133
2023 Q2	$236K	Sell	1,930 -91	-5%	-$11K	0.06%	158
2023 Q1	$240K	Buy	2,021 +10	+0.5%	+$1.17K	0.06%	147
2022 Q4	$234K	Buy	2,011 +5	+0.2%	+$564	0.07%	142
2022 Q3	$215K	Buy	+2,006	New	+$227K	0.08%	136

Other funds holding FXB

WAM

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ICG

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

Thrive Wealth Management's FXB Position: Q4 2023 in Review

Thrive Wealth Management sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2023, closing a stake of 2,509 shares — an estimated $295K sold.

Thrive Wealth Management first reported a position in FXB in Q3 2022 and held it in 5 quarters. The position peaked at $295K in Q3 2023. 38 funds tracked by Wall St. Rank hold FXB as of Q4 2023.

Thrive Wealth Management reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2023 after selling out during the quarter.
Thrive Wealth Management sold 2,509 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2023, an estimated $295K.
Thrive Wealth Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2022 and held it in 5 quarters.
Thrive Wealth Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $295K in Q3 2023.
38 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2023.

Based on Thrive Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.