Gradient Investments’s Mexico Fund MXF Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-3,080	Closed	-$58.8K	–	1614
2023 Q4	$58.8K	Hold	3,080	–	–	﹤0.01%	514
2023 Q3	$50.7K	Hold	3,080	–	–	﹤0.01%	502
2023 Q2	$51.7K	Hold	3,080	–	–	﹤0.01%	497
2023 Q1	$52.4K	Hold	3,080	–	–	﹤0.01%	489
2022 Q4	$45.4K	Hold	3,080	–	–	﹤0.01%	522
2022 Q3	$40K	Hold	3,080	–	–	﹤0.01%	514
2022 Q2	$44K	Hold	3,080	–	–	﹤0.01%	496
2022 Q1	$51K	Hold	3,080	–	–	﹤0.01%	472
2021 Q4	$48K	Hold	3,080	–	–	﹤0.01%	490
2021 Q3	$46K	Hold	3,080	–	–	﹤0.01%	487
2021 Q2	$47K	Hold	3,080	–	–	﹤0.01%	476
2021 Q1	$44K	Hold	3,080	–	–	﹤0.01%	481
2020 Q4	$32K	Hold	3,080	–	–	﹤0.01%	476
2020 Q3	$32K	Hold	3,080	–	–	﹤0.01%	479
2020 Q2	$30K	Hold	3,080	–	–	﹤0.01%	455
2020 Q1	$26K	Hold	3,080	–	–	﹤0.01%	460
2019 Q4	$42K	Hold	3,080	–	–	﹤0.01%	437
2019 Q3	$40K	Hold	3,080	–	–	﹤0.01%	417
2019 Q2	$42K	Hold	3,080	–	–	﹤0.01%	406
2019 Q1	$43K	Hold	3,080	–	–	﹤0.01%	354
2018 Q4	$41K	Hold	3,080	–	–	﹤0.01%	364
2018 Q3	$50K	Hold	3,080	–	–	﹤0.01%	362
2018 Q2	$47K	Hold	3,080	–	–	﹤0.01%	349
2018 Q1	$50K	Hold	3,080	–	–	﹤0.01%	342
2017 Q4	$49K	Buy	+3,080	New	+$49.2K	﹤0.01%	353

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 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

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

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return

Gradient Investments's MXF Position: Q1 2024 in Review

Gradient Investments sold out of Mexico Fund (MXF) in Q1 2024, closing a stake of 3,080 shares — an estimated $58.8K sold.

Gradient Investments first reported a position in MXF in Q4 2017 and held it in 25 quarters. The position peaked at $58.8K in Q4 2023. 35 funds tracked by Wall St. Rank hold MXF as of Q1 2024.

Gradient Investments reported no remaining Mexico Fund position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 3,080 Mexico Fund shares in Q1 2024, an estimated $58.8K.
Gradient Investments first reported a position in Mexico Fund in Q4 2017 and held it in 25 quarters.
Gradient Investments's Mexico Fund position peaked at $58.8K in Q4 2023.
35 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.