HHM Wealth Advisors’s MFS Charter Income Trust MCR Stock Holding History

HHM Wealth Advisors’s Portfolio MCR Stock Details MCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-202	Closed	-$1.27K	–	807
2024 Q2	$1.27K	Hold	202	–	–	﹤0.01%	724
2024 Q1	$1.28K	Hold	202	–	–	﹤0.01%	696
2023 Q4	$1.31K	Hold	202	–	–	﹤0.01%	693
2023 Q3	$1.18K	Hold	202	–	–	﹤0.01%	733
2023 Q2	$1.28K	Hold	202	–	–	﹤0.01%	747
2023 Q1	$1.27K	Hold	202	–	–	﹤0.01%	756
2022 Q4	$1.24K	Hold	202	–	–	﹤0.01%	641
2022 Q3	$1K	Hold	202	–	–	﹤0.01%	622
2022 Q2	$1K	Buy	+202	New	+$1.35K	﹤0.01%	762

Other funds holding MCR

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HHM Wealth Advisors's MCR Position: Q3 2024 in Review

HHM Wealth Advisors sold out of MFS Charter Income Trust (MCR) in Q3 2024, closing a stake of 202 shares — an estimated $1.27K sold.

HHM Wealth Advisors first reported a position in MCR in Q2 2022 and held it in 9 quarters. The position peaked at $1.31K in Q4 2023. 57 funds tracked by Wall St. Rank hold MCR as of Q3 2024.

HHM Wealth Advisors reported no remaining MFS Charter Income Trust position as of Q3 2024 after selling out during the quarter.
HHM Wealth Advisors sold 202 MFS Charter Income Trust shares in Q3 2024, an estimated $1.27K.
HHM Wealth Advisors first reported a position in MFS Charter Income Trust in Q2 2022 and held it in 9 quarters.
HHM Wealth Advisors's MFS Charter Income Trust position peaked at $1.31K in Q4 2023.
57 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.