AW
CXH

Atlas Wealth’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Atlas Wealth’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-27,246
Closed -$193K – 91
2023
Q3 		$193K Buy
27,246
+1,234
+5% +$9.14K 0.04% 173
2023
Q2 		$193K Sell
26,012
-4,309
-14% -$31.5K 0.04% 177
2023
Q1 		$224K Sell
30,321
-6,451
-18% -$47.3K 0.04% 169
2022
Q4 		$262K Buy
+36,772
New +$256K 0.07% 104

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Atlas Wealth's CXH Position: Q4 2023 in Review

Atlas Wealth sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2023, closing a stake of 27,246 shares — an estimated $193K sold.

Atlas Wealth first reported a position in CXH in Q4 2022 and held it in 4 quarters. The position peaked at $262K in Q4 2022. 38 funds tracked by Wall St. Rank hold CXH as of Q4 2023.

  • Atlas Wealth reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2023 after selling out during the quarter.
  • Atlas Wealth sold 27,246 MFS Investment Grade Municipal Trust shares in Q4 2023, an estimated $193K.
  • Atlas Wealth first reported a position in MFS Investment Grade Municipal Trust in Q4 2022 and held it in 4 quarters.
  • Atlas Wealth's MFS Investment Grade Municipal Trust position peaked at $262K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2023.

Based on Atlas Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.