Ameriprise
ATAXZ

Ameriprise’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Ameriprise’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
2021
Q3 		– Sell
-65,873
Closed -$444K – 4039
2021
Q2 		$444K Hold
65,873
– – ﹤0.01% 3499
2021
Q1 		$364K Sell
65,873
-700
-1% -$3.87K ﹤0.01% 3521
2020
Q4 		$283K Buy
+66,573
New +$283K ﹤0.01% 3518
2014
Q4 		– Sell
-3,191
Closed -$19K – 5502
2014
Q3 		$19K Buy
3,191
+593
+23% +$3.53K ﹤0.01% 4518
2014
Q2 		$16K Buy
2,598
+38
+1% +$234 ﹤0.01% 4458
2014
Q1 		$15K Buy
2,560
+139
+6% +$814 ﹤0.01% 4359
2013
Q4 		$15K Sell
2,421
-4,500
-65% -$27.9K ﹤0.01% 4210
2013
Q3 		$47K Buy
6,921
+6,321
+1,054% +$42.9K ﹤0.01% 3858
2013
Q2 		$4K Buy
+600
New +$4K ﹤0.01% 5225

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise's ATAXZ Position: Q3 2021 in Review

Ameriprise sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2021, closing a stake of 65,873 shares — an estimated $444K sold.

Ameriprise first reported a position in ATAXZ in Q2 2013 and held it in 9 quarters. The position peaked at $444K in Q2 2021. 62 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2021.

  • Ameriprise reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2021 after selling out during the quarter.
  • Ameriprise sold 65,873 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2021, an estimated $444K.
  • Ameriprise first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 9 quarters.
  • Ameriprise's AMERICA FIRST TAX EXEMT INV LP position peaked at $444K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2021.

Based on Ameriprise's 13F filing for Q3 2021, filed 15 Nov 2021.