ASFA
ATAXZ

All Season Financial Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

All Season Financial Advisors’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-49,166
Closed -$316K – 183
2021
Q4 		$316K Sell
49,166
-7,186
-13% -$46.2K 0.22% 108
2021
Q3 		$336K Buy
56,352
+6,790
+14% +$40.5K 0.27% 99
2021
Q2 		$334K Buy
+49,562
New +$334K 0.24% 102

Other funds holding ATAXZ

FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

All Season Financial Advisors's ATAXZ Position: Q1 2022 in Review

All Season Financial Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 49,166 shares — an estimated $316K sold.

All Season Financial Advisors first reported a position in ATAXZ in Q2 2021 and held it in 3 quarters. The position peaked at $336K in Q3 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

  • All Season Financial Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
  • All Season Financial Advisors sold 49,166 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $316K.
  • All Season Financial Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2021 and held it in 3 quarters.
  • All Season Financial Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $336K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on All Season Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.