TFA
MXF

Toth Financial Advisory’s Mexico Fund MXF Stock Holding History

Toth Financial 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
2024
Q4 		– Sell
-4,355
Closed -$65.7K – 735
2024
Q3 		$65.7K Buy
+4,355
New +$67.7K 0.01% 266

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
AC
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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Toth Financial Advisory's MXF Position: Q4 2024 in Review

Toth Financial Advisory sold out of Mexico Fund (MXF) in Q4 2024, closing a stake of 4,355 shares — an estimated $65.7K sold.

Toth Financial Advisory first reported a position in MXF in Q3 2024 and held it in 1 quarter. The position peaked at $65.7K in Q3 2024. 38 funds tracked by Wall St. Rank hold MXF as of Q4 2024.

  • Toth Financial Advisory reported no remaining Mexico Fund position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 4,355 Mexico Fund shares in Q4 2024, an estimated $65.7K.
  • Toth Financial Advisory first reported a position in Mexico Fund in Q3 2024 and held it in 1 quarter.
  • Toth Financial Advisory's Mexico Fund position peaked at $65.7K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Mexico Fund as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.