Westside Investment Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Westside Investment 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
2023 Q2	–	Sell	-1,650	Closed	-$163K	–	844
2023 Q1	$163K	Sell	1,650 -3,100	-65%	-$307K	0.05%	224
2022 Q4	$163K	Hold	4,750	–	–	0.4%	64
2022 Q3	$150K	Buy	4,750 +2,350	+98%	+$218K	0.36%	69
2022 Q2	$68K	Buy	+2,400	New	+$237K	0.15%	114

Other funds holding FXE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EST

EA Series Trust Havertown, Pennsylvania $2.84B AUM

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Westside Investment Management's FXE Position: Q2 2023 in Review

Westside Investment Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2023, closing a stake of 1,650 shares — an estimated $163K sold.

Westside Investment Management first reported a position in FXE in Q2 2022 and held it in 4 quarters. The position peaked at $163K in Q4 2022. 67 funds tracked by Wall St. Rank hold FXE as of Q2 2023.

Westside Investment Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2023 after selling out during the quarter.
Westside Investment Management sold 1,650 Invesco CurrencyShares Euro Currency Trust shares in Q2 2023, an estimated $163K.
Westside Investment Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2022 and held it in 4 quarters.
Westside Investment Management's Invesco CurrencyShares Euro Currency Trust position peaked at $163K in Q4 2022.
67 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2023.

Based on Westside Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.