BWA
ATAXZ

Beam Wealth Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Beam Wealth 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
2020
Q1 		– Sell
-12,295
Closed -$95K – 181
2019
Q4 		$95K Buy
+12,295
New +$95K 0.09% 144

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $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
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Beam Wealth Advisors's ATAXZ Position: Q1 2020 in Review

Beam Wealth Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2020, closing a stake of 12,295 shares — an estimated $95K sold.

Beam Wealth Advisors first reported a position in ATAXZ in Q4 2019 and held it in 1 quarter. The position peaked at $95K in Q4 2019. 72 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2020.

  • Beam Wealth Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 12,295 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2020, an estimated $95K.
  • Beam Wealth Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $95K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.