America First Investment Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-365,790
| Closed | -$2.21M | – | 77 |
|
|
2022
Q1 | $2.21M | Hold |
365,790
| – | – | 0.64% | 22 |
|
|
2021
Q4 | $2.35M | Hold |
365,790
| – | – | 0.66% | 23 |
|
|
2021
Q3 | $2.18M | Hold |
365,790
| – | – | 0.66% | 24 |
|
|
2021
Q2 | $2.46M | Hold |
365,790
| – | – | 0.72% | 24 |
|
|
2021
Q1 | $2.02M | Sell |
365,790
-3,167
| -0.9% | -$17.5K | 0.61% | 25 |
|
|
2020
Q4 | $1.57M | Sell |
368,957
-66,005
| -15% | -$281K | 0.47% | 25 |
|
|
2020
Q3 | $1.76M | Hold |
434,962
| – | – | 0.56% | 25 |
|
|
2020
Q2 | $1.79M | Sell |
434,962
-14,000
| -3% | -$57.7K | 0.57% | 26 |
|
|
2020
Q1 | $2.35M | Hold |
448,962
| – | – | 0.85% | 23 |
|
|
2019
Q4 | $3.46M | Sell |
448,962
-14,010
| -3% | -$108K | 1.02% | 21 |
|
|
2019
Q3 | $3.79M | Buy |
462,972
+49,273
| +12% | +$403K | 1.14% | 21 |
|
|
2019
Q2 | $2.95M | Hold |
413,699
| – | – | 0.9% | 22 |
|
|
2019
Q1 | $2.84M | Buy |
413,699
+7,567
| +2% | +$52K | 0.87% | 23 |
|
|
2018
Q4 | $2.28M | Sell |
406,132
-5,010
| -1% | -$28.2K | 0.76% | 23 |
|
|
2018
Q3 | $2.34M | Buy |
411,142
+1,000
| +0.2% | +$5.7K | 0.74% | 23 |
|
|
2018
Q2 | $2.6M | Sell |
410,142
-20,200
| -5% | -$128K | 0.85% | 22 |
|
|
2018
Q1 | $2.66M | Buy |
430,342
+7,243
| +2% | +$44.7K | 0.98% | 21 |
|
|
2017
Q4 | $2.56M | Buy |
423,099
+10,930
| +3% | +$66.1K | 0.88% | 22 |
|
|
2017
Q3 | $2.49M | Hold |
412,169
| – | – | 0.9% | 22 |
|
|
2017
Q2 | $2.45M | Sell |
412,169
-3,704
| -0.9% | -$22K | 0.91% | 23 |
|
|
2017
Q1 | $2.33M | Sell |
415,873
-111,604
| -21% | -$625K | 0.87% | 23 |
|
|
2016
Q4 | $2.85M | Buy |
527,477
+14,954
| +3% | +$80.7K | 1.16% | 22 |
|
|
2016
Q3 | $3.02M | Buy |
512,523
+24,647
| +5% | +$145K | 1.27% | 22 |
|
|
2016
Q2 | $2.67M | Sell |
487,876
-3,252
| -0.7% | -$17.8K | 1.12% | 23 |
|
|
2016
Q1 | $2.58M | Hold |
491,128
| – | – | 1.14% | 23 |
|
|
2015
Q4 | $2.48M | Buy |
491,128
+2,056
| +0.4% | +$10.4K | 1.11% | 24 |
|
|
2015
Q3 | $2.54M | Buy |
489,072
+97,767
| +25% | +$508K | 1.19% | 24 |
|
|
2015
Q2 | $2.17M | Hold |
391,305
| – | – | 0.95% | 24 |
|
|
2015
Q1 | $2.18M | Hold |
391,305
| – | – | 0.94% | 25 |
|
|
2014
Q4 | $2.06M | Buy |
391,305
+37,021
| +10% | +$195K | 0.87% | 26 |
|
|
2014
Q3 | $2.12M | Buy |
354,284
+4,000
| +1% | +$23.9K | 0.95% | 26 |
|
|
2014
Q2 | $2.11M | Buy |
350,284
+33,167
| +10% | +$200K | 0.94% | 26 |
|
|
2014
Q1 | $1.92M | Hold |
317,117
| – | – | 0.9% | 27 |
|
|
2013
Q4 | $2M | Sell |
317,117
-5,986
| -2% | -$37.7K | 0.93% | 27 |
|
|
2013
Q3 | $2.21M | Buy |
323,103
+14,000
| +5% | +$95.6K | 1.1% | 26 |
|
|
2013
Q2 | $2.09M | Buy |
+309,103
| New | +$2.09M | 1.11% | 28 |
|
Other funds holding ATAXZ
America First Investment Advisors's ATAXZ Position: Q2 2022 in Review
America First Investment Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 365,790 shares — an estimated $2.21M sold.
America First Investment Advisors first reported a position in ATAXZ in Q2 2013 and held it in 36 quarters. The position peaked at $3.79M in Q3 2019. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.
- America First Investment Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
- America First Investment Advisors sold 365,790 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $2.21M.
- America First Investment Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 36 quarters.
- America First Investment Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $3.79M in Q3 2019.
- 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.
Based on America First Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.