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Whittier Trust’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Whittier Trust’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
2022
Q2 		– Sell
-44
Closed -$5K – 1710
2022
Q1 		$5K Buy
+44
New +$4.58K ﹤0.01% 1450

Other funds holding FXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LG
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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

Whittier Trust's FXE Position: Q2 2022 in Review

Whittier Trust sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2022, closing a stake of 44 shares — an estimated $5K sold.

Whittier Trust first reported a position in FXE in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 49 funds tracked by Wall St. Rank hold FXE as of Q2 2022.

  • Whittier Trust reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2022 after selling out during the quarter.
  • Whittier Trust sold 44 Invesco CurrencyShares Euro Currency Trust shares in Q2 2022, an estimated $5K.
  • Whittier Trust first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2022 and held it in 1 quarter.
  • Whittier Trust's Invesco CurrencyShares Euro Currency Trust position peaked at $5K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2022.

Based on Whittier Trust's 13F filing for Q2 2022, filed 28 Jul 2022.