Cetera Investment Advisers’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Cetera Investment Advisers’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 Q1	–	Sell	-147,320	Closed	-$947K	–	2028
2021 Q4	$947K	Buy	147,320 +2,103	+1%	+$13.5K	0.01%	826
2021 Q3	$865K	Buy	145,217 +52,555	+57%	+$313K	0.01%	832
2021 Q2	$625K	Buy	92,662 +10,600	+13%	+$71.5K	0.01%	996
2021 Q1	$454K	Buy	82,062 +235	+0.3%	+$1.3K	0.01%	1032
2020 Q4	$348K	Buy	+81,827	New	+$348K	0.01%	1157

Other funds holding ATAXZ

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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 $320M AUM 20.87% 1-Year Est. Return

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

Cetera Investment Advisers's ATAXZ Position: Q1 2022 in Review

Cetera Investment Advisers sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 147,320 shares — an estimated $947K sold.

Cetera Investment Advisers first reported a position in ATAXZ in Q4 2020 and held it in 5 quarters. The position peaked at $947K in Q4 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

Cetera Investment Advisers reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
Cetera Investment Advisers sold 147,320 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $947K.
Cetera Investment Advisers first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 5 quarters.
Cetera Investment Advisers's AMERICA FIRST TAX EXEMT INV LP position peaked at $947K in Q4 2021.
54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on Cetera Investment Advisers's 13F filing for Q1 2022, filed 13 May 2022.