WAM
CXH

Worth Asset Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Worth Asset 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
2023
Q1 		– Sell
-5,313
Closed -$39K – 491
2022
Q4 		$37.8K Hold
5,313
– – 0.03% 210
2022
Q3 		$36K Hold
5,313
– – 0.03% 174
2022
Q2 		$40K Sell
5,313
-3,015
-36% -$23.5K 0.03% 219
2022
Q1 		$64K Buy
+8,328
New +$75.9K 0.04% 179

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Worth Asset Management's CXH Position: Q1 2023 in Review

Worth Asset Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2023, closing a stake of 5,313 shares — an estimated $39K sold.

Worth Asset Management first reported a position in CXH in Q1 2022 and held it in 4 quarters. The position peaked at $64K in Q1 2022. 38 funds tracked by Wall St. Rank hold CXH as of Q1 2023.

  • Worth Asset Management reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Worth Asset Management sold 5,313 MFS Investment Grade Municipal Trust shares in Q1 2023, an estimated $39K.
  • Worth Asset Management first reported a position in MFS Investment Grade Municipal Trust in Q1 2022 and held it in 4 quarters.
  • Worth Asset Management's MFS Investment Grade Municipal Trust position peaked at $64K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.