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 – 853
2022
Q1 		$1.15M Hold
189,729
– – 0.1% 115
2021
Q4 		$1.22M Hold
189,729
– – 0.09% 183
2021
Q3 		$1.13M Buy
189,729
+20,198
+12% +$120K 0.11% 140
2021
Q2 		$1.14M Hold
169,531
– – 0.07% 170
2021
Q1 		$938K Hold
169,531
– – 0.04% 203
2020
Q4 		$721K Buy
+169,531
New +$721K 0.04% 232
2020
Q3 		– Sell
-169,531
Closed -$698K – 150
2020
Q2 		$698K Sell
169,531
-22,100
-12% -$91K 0.06% 132
2020
Q1 		$1M Buy
+191,631
New +$1M 0.13% 122

Other funds holding ATAXZ

SWA
SOA Wealth Advisors New York $595M AUM 25.98% 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

Bluefin Capital Management's ATAXZ Position: Q2 2022 in Review

Bluefin Capital Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 189,729 shares — an estimated $1.15M sold.

Bluefin Capital Management first reported a position in ATAXZ in Q1 2020 and held it in 8 quarters. The position peaked at $1.22M in Q4 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

  • Bluefin Capital Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 189,729 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $1.15M.
  • Bluefin Capital Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2020 and held it in 8 quarters.
  • Bluefin Capital Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $1.22M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Bluefin Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.