Arax Advisory Partners’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Arax Advisory Partners’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
2020 Q2	–	Sell	-7,463	Closed	-$39K	–	726
2020 Q1	$39K	Buy	7,463 +118	+2%	+$617	0.01%	383
2019 Q4	$57K	Buy	7,345 +115	+2%	+$892	0.02%	326
2019 Q3	$59K	Buy	7,230 +126	+2%	+$1.03K	0.02%	312
2019 Q2	$51K	Buy	+7,104	New	+$51K	0.02%	322

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Arax Advisory Partners's ATAXZ Position: Q2 2020 in Review

Arax Advisory Partners sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 7,463 shares — an estimated $39K sold.

Arax Advisory Partners first reported a position in ATAXZ in Q2 2019 and held it in 4 quarters. The position peaked at $59K in Q3 2019. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

Arax Advisory Partners reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
Arax Advisory Partners sold 7,463 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020, an estimated $39K.
Arax Advisory Partners first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2019 and held it in 4 quarters.
Arax Advisory Partners's AMERICA FIRST TAX EXEMT INV LP position peaked at $59K in Q3 2019.
61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on Arax Advisory Partners's 13F filing for Q2 2020, filed 6 Aug 2020.