Center for Financial Planning’s Mexico Fund MXF Stock Holding History

Center for Financial Planning’s Portfolio MXF Stock Details MXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$14.7K	–	550
2022 Q4	$14.7K	Hold	1,000	–	–	﹤0.01%	314
2022 Q3	$13K	Hold	1,000	–	–	﹤0.01%	330
2022 Q2	$14K	Hold	1,000	–	–	﹤0.01%	330
2022 Q1	$17K	Hold	1,000	–	–	﹤0.01%	322
2021 Q4	$16K	Sell	1,000 -1,000	-50%	-$14.9K	﹤0.01%	334
2021 Q3	$30K	Hold	2,000	–	–	0.01%	270
2021 Q2	$30K	Hold	2,000	–	–	0.01%	268
2021 Q1	$28K	Buy	+2,000	New	+$27.4K	0.01%	268

Other funds holding MXF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

HPM

Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Center for Financial Planning's MXF Position: Q1 2023 in Review

Center for Financial Planning sold out of Mexico Fund (MXF) in Q1 2023, closing a stake of 1,000 shares — an estimated $14.7K sold.

Center for Financial Planning first reported a position in MXF in Q1 2021 and held it in 8 quarters. The position peaked at $30K in Q3 2021. 33 funds tracked by Wall St. Rank hold MXF as of Q1 2023.

Center for Financial Planning reported no remaining Mexico Fund position as of Q1 2023 after selling out during the quarter.
Center for Financial Planning sold 1,000 Mexico Fund shares in Q1 2023, an estimated $14.7K.
Center for Financial Planning first reported a position in Mexico Fund in Q1 2021 and held it in 8 quarters.
Center for Financial Planning's Mexico Fund position peaked at $30K in Q3 2021.
33 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.