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Veritable’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Veritable’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,950
Closed -$291K – 924
2021
Q4 		$291K Buy
+2,950
New +$289K ﹤0.01% 728

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ECM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Veritable's FXF Position: Q1 2022 in Review

Veritable sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2022, closing a stake of 2,950 shares — an estimated $291K sold.

Veritable first reported a position in FXF in Q4 2021 and held it in 1 quarter. The position peaked at $291K in Q4 2021. 52 funds tracked by Wall St. Rank hold FXF as of Q1 2022.

  • Veritable reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2022 after selling out during the quarter.
  • Veritable sold 2,950 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2022, an estimated $291K.
  • Veritable first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2021 and held it in 1 quarter.
  • Veritable's Invesco CurrencyShares Swiss Franc Trust position peaked at $291K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.