DWM
CXH

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

Drive Wealth Management’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
Q1 		– Sell
-19,996
Closed -$142K – 299
2022
Q4 		$142K Sell
19,996
-3,335
-14% -$23.2K 0.07% 233
2022
Q3 		$157K Buy
23,331
+2,739
+13% +$20.9K 0.15% 144
2022
Q2 		$156K Sell
20,592
-841
-4% -$6.55K 0.14% 155
2022
Q1 		$183K Buy
21,433
+3,356
+19% +$30.6K 0.15% 153
2021
Q4 		$186K Buy
+18,077
New +$179K 0.16% 146

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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Drive Wealth Management's CXH Position: Q1 2023 in Review

Drive Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2023, closing a stake of 19,996 shares — an estimated $142K sold.

Drive Wealth Management first reported a position in CXH in Q4 2021 and held it in 5 quarters. The position peaked at $186K in Q4 2021. 38 funds tracked by Wall St. Rank hold CXH as of Q1 2023.

  • Drive Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Drive Wealth Management sold 19,996 MFS Investment Grade Municipal Trust shares in Q1 2023, an estimated $142K.
  • Drive Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2021 and held it in 5 quarters.
  • Drive Wealth Management's MFS Investment Grade Municipal Trust position peaked at $186K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2023.

Based on Drive Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.