SPIA
MXF

Steward Partners Investment Advisory’s Mexico Fund MXF Stock Holding History

Steward Partners Investment Advisory’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
-400
Closed -$5.9K – 3385
2022
Q4 		$5.9K Buy
+400
New +$5.81K ﹤0.01% 2714

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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AC
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
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

Steward Partners Investment Advisory's MXF Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Mexico Fund (MXF) in Q1 2023, closing a stake of 400 shares — an estimated $5.9K sold.

Steward Partners Investment Advisory first reported a position in MXF in Q4 2022 and held it in 1 quarter. The position peaked at $5.9K in Q4 2022. 33 funds tracked by Wall St. Rank hold MXF as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Mexico Fund position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 400 Mexico Fund shares in Q1 2023, an estimated $5.9K.
  • Steward Partners Investment Advisory first reported a position in Mexico Fund in Q4 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Mexico Fund position peaked at $5.9K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.