Avior Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Avior Wealth Management’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
2019 Q4	–	Sell	-300	Closed	-$2K	–	918
2019 Q3	$2K	Hold	300	–	–	﹤0.01%	700
2019 Q2	$2K	Hold	300	–	–	﹤0.01%	757
2019 Q1	$2K	Buy	+300	New	+$2K	﹤0.01%	617

Other funds holding ATAXZ

GWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Avior Wealth Management's ATAXZ Position: Q4 2019 in Review

Avior Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2019, closing a stake of 300 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in ATAXZ in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 76 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2019.

Avior Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2019 after selling out during the quarter.
Avior Wealth Management sold 300 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2019, an estimated $2K.
Avior Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2019 and held it in 3 quarters.
Avior Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $2K in Q3 2019.
76 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2019.

Based on Avior Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.