Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ULWM
Upper Left Wealth Management’s
Invesco CurrencyShares Euro Currency Trust
FXE
Stock Holding History
Upper Left Wealth Management’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
2025
Q1
–
Sell
-18,691
Closed
-$1.79M
–
63
2024
Q4
$1.79M
Sell
18,691
-2,732
-13%
-$269K
1.53%
22
2024
Q3
$2.19M
Sell
21,423
-7,973
-27%
-$809K
1.92%
21
2024
Q2
$2.91M
Sell
29,396
-532
-2%
-$52.9K
2.64%
18
2024
Q1
$2.98M
Sell
29,928
-3,601
-11%
-$361K
2.77%
18
2023
Q4
$3.42M
Sell
33,529
-2,786
-8%
-$277K
3.35%
13
2023
Q3
$3.55M
Sell
36,315
-91
-0.2%
-$9.14K
3.69%
12
2023
Q2
$3.67M
Buy
36,406
+105
+0.3%
+$10.6K
4.08%
6
2023
Q1
$3.64M
Sell
36,301
-1,042
-3%
-$103K
4.13%
7
2022
Q4
$3.69M
Sell
37,343
-1,111
-3%
-$105K
4.36%
6
2022
Q3
$3.49M
Sell
38,454
-823
-2%
-$76.5K
4.54%
4
2022
Q2
$3.81M
Buy
39,277
+352
+0.9%
+$34.7K
4.41%
7
2022
Q1
$3.99M
Buy
+38,925
New
+$4.05M
4.13%
8
Other funds holding FXE
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
LG
Leuthold Group
Minneapolis, Minnesota
$939M AUM
37.7%
1-Year Est. Return
JSSH
J. Safra Sarasin Holding
$5.87B AUM
24.95%
1-Year Est. Return
PWM
Perigon Wealth Management
San Francisco, California
$5.51B AUM
24.51%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
ATPW
Ashton Thomas Private Wealth
Scottsdale, Arizona
$4.23B AUM
20.9%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close