Belvedere Trading
ATAXZ

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

Belvedere Trading’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
Q2 		– Sell
-44,602
Closed -$247K – 508
2021
Q1 		$247K Sell
44,602
-18,286
-29% -$101K 0.02% 153
2020
Q4 		$267K Buy
+62,888
New +$267K 0.01% 121

Other funds holding ATAXZ

FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belvedere Trading's ATAXZ Position: Q2 2021 in Review

Belvedere Trading sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2021, closing a stake of 44,602 shares — an estimated $247K sold.

Belvedere Trading first reported a position in ATAXZ in Q4 2020 and held it in 2 quarters. The position peaked at $267K in Q4 2020. 65 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2021.

  • Belvedere Trading reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2021 after selling out during the quarter.
  • Belvedere Trading sold 44,602 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2021, an estimated $247K.
  • Belvedere Trading first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 2 quarters.
  • Belvedere Trading's AMERICA FIRST TAX EXEMT INV LP position peaked at $267K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2021.

Based on Belvedere Trading's 13F filing for Q2 2021, filed 23 Jul 2021.