V Wealth Advisors
FXA icon

V Wealth Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

V Wealth Advisors’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,298
Closed -$264K – 363
2020
Q1 		$264K Buy
+4,298
New +$282K 0.08% 248

Other funds holding FXA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

V Wealth Advisors's FXA Position: Q2 2020 in Review

V Wealth Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q2 2020, closing a stake of 4,298 shares — an estimated $264K sold.

V Wealth Advisors first reported a position in FXA in Q1 2020 and held it in 1 quarter. The position peaked at $264K in Q1 2020. 30 funds tracked by Wall St. Rank hold FXA as of Q2 2020.

  • V Wealth Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q2 2020 after selling out during the quarter.
  • V Wealth Advisors sold 4,298 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2020, an estimated $264K.
  • V Wealth Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q1 2020 and held it in 1 quarter.
  • V Wealth Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $264K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2020.

Based on V Wealth Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.