BCM
ATAXZ

Bluefin Capital Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Bluefin Capital 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
2022
Q2 		– Sell
-189,729
Closed -$1.15M – 968
2022
Q1 		$1.15M Hold
189,729
– – 0.13% 115
2021
Q4 		$1.22M Hold
189,729
– – 0.1% 183
2021
Q3 		$1.13M Buy
189,729
+20,198
+12% +$120K 0.13% 140
2021
Q2 		$1.14M Hold
169,531
– – 0.08% 170
2021
Q1 		$938K Hold
169,531
– – 0.05% 203
2020
Q4 		$721K Buy
+169,531
New +$721K 0.05% 232
2020
Q3 		– Sell
-169,531
Closed -$698K – 150
2020
Q2 		$698K Sell
169,531
-22,100
-12% -$91K 0.07% 132
2020
Q1 		$1M Buy
+191,631
New +$1M 0.17% 122

Other funds holding ATAXZ

SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return