TCWM
MXF

Total Clarity Wealth Management’s Mexico Fund MXF Stock Holding History

Total Clarity Wealth Management’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
2022
Q1 		– Sell
-90
Closed -$1K – 649
2021
Q4 		$1K Hold
90
– – ﹤0.01% 959
2021
Q3 		$1K Buy
+90
New +$1.39K ﹤0.01% 958
2021
Q2 		– Sell
-90
Closed -$1K – 535
2021
Q1 		$1K Buy
+90
New +$1.24K ﹤0.01% 803
2020
Q1 		– Sell
-90
Closed -$1K – 430
2019
Q4 		$1K Buy
+90
New +$1.21K ﹤0.01% 671

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
HPM
Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Clarity Wealth Management's MXF Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Mexico Fund (MXF) in Q1 2022, closing a stake of 90 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in MXF in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 27 funds tracked by Wall St. Rank hold MXF as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining Mexico Fund position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 90 Mexico Fund shares in Q1 2022, an estimated $1K.
  • Total Clarity Wealth Management first reported a position in Mexico Fund in Q4 2019 and held it in 4 quarters.
  • Total Clarity Wealth Management's Mexico Fund position peaked at $1K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.