BW
CXH

Boaz Weinstein’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Boaz Weinstein’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
2024
Q3 		– Sell
-232,815
Closed -$1.84M – 359
2024
Q2 		$1.84M Sell
232,815
-154,892
-40% -$1.17M 0.03% 144
2024
Q1 		$2.95M Sell
387,707
-138,025
-26% -$1.04M 0.05% 134
2023
Q4 		$3.98M Sell
525,732
-387,254
-42% -$2.75M 0.08% 161
2023
Q3 		$6.45M Buy
912,986
+3,446
+0.4% +$25.5K 0.15% 124
2023
Q2 		$6.69M Buy
909,540
+21,087
+2% +$154K 0.17% 122
2023
Q1 		$6.57M Buy
888,453
+103,812
+13% +$761K 0.13% 223
2022
Q4 		$5.59M Buy
784,641
+767,545
+4,490% +$5.34M 0.08% 380
2022
Q3 		$115K Buy
+17,096
New +$131K ﹤0.01% 755
2019
Q3 		– Sell
-12,906
Closed -$124K – 97
2019
Q2 		$124K Buy
+12,906
New +$122K 0.01% 109

Other funds holding CXH

AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Boaz Weinstein's CXH Position: Q3 2024 in Review

Boaz Weinstein sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2024, closing a stake of 232,815 shares — an estimated $1.84M sold.

Boaz Weinstein first reported a position in CXH in Q2 2019 and held it in 9 quarters. The position peaked at $6.69M in Q2 2023. 33 funds tracked by Wall St. Rank hold CXH as of Q3 2024.

  • Boaz Weinstein reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Boaz Weinstein sold 232,815 MFS Investment Grade Municipal Trust shares in Q3 2024, an estimated $1.84M.
  • Boaz Weinstein first reported a position in MFS Investment Grade Municipal Trust in Q2 2019 and held it in 9 quarters.
  • Boaz Weinstein's MFS Investment Grade Municipal Trust position peaked at $6.69M in Q2 2023.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2024.

Based on Saba Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.