VWM
CXH

Venturi Wealth Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Venturi Wealth Management’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-360
Closed -$2.88K – 862
2024
Q4 		$2.88K Hold
360
– – ﹤0.01% 1804
2024
Q3 		$2.96K Hold
360
– – ﹤0.01% 1599
2024
Q2 		$2.84K Hold
360
– – ﹤0.01% 1320
2024
Q1 		$2.74K Hold
360
– – ﹤0.01% 1206
2023
Q4 		$2.73K Hold
360
– – ﹤0.01% 1142
2023
Q3 		$2.55K Hold
360
– – ﹤0.01% 1120
2023
Q2 		$2.65K Hold
360
– – ﹤0.01% 868
2023
Q1 		$2.66K Buy
+360
New +$2.64K ﹤0.01% 951

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Venturi Wealth Management's CXH Position: Q1 2025 in Review

Venturi Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2025, closing a stake of 360 shares — an estimated $2.88K sold.

Venturi Wealth Management first reported a position in CXH in Q1 2023 and held it in 8 quarters. The position peaked at $2.96K in Q3 2024. 32 funds tracked by Wall St. Rank hold CXH as of Q1 2025.

  • Venturi Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 360 MFS Investment Grade Municipal Trust shares in Q1 2025, an estimated $2.88K.
  • Venturi Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's MFS Investment Grade Municipal Trust position peaked at $2.96K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.