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WhitTier Trust Company’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

WhitTier Trust Company’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
2022
Q3 		– Sell
-44
Closed -$3K – 1116
2022
Q2 		$3K Buy
+44
New +$3.11K ﹤0.01% 1038
2013
Q3 		– Sell
-100
Closed -$9K – 872
2013
Q2 		$9K Buy
+100
New +$9.93K ﹤0.01% 760

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JE
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Jane Street
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Royal Bank of Canada
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Commonwealth Equity Services
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CA
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WhitTier Trust Company's FXA Position: Q3 2022 in Review

WhitTier Trust Company sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2022, closing a stake of 44 shares — an estimated $3K sold.

WhitTier Trust Company first reported a position in FXA in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q2 2013. 17 funds tracked by Wall St. Rank hold FXA as of Q3 2022.

  • WhitTier Trust Company reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 44 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2022, an estimated $3K.
  • WhitTier Trust Company first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2013 and held it in 2 quarters.
  • WhitTier Trust Company's Invesco CurrencyShares Australian Dollar Trust position peaked at $9K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2022.

Based on WhitTier Trust Company's 13F filing for Q3 2022, filed 21 Oct 2022.