Citadel Advisors
ATAXZ

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

Citadel 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
2021
Q3 		– Sell
-21,381
Closed -$144K – 15417
2021
Q2 		$144K Buy
21,381
+2,902
+16% +$19.5K ﹤0.01% 12544
2021
Q1 		$102K Sell
18,479
-2,365
-11% -$13.1K ﹤0.01% 12461
2020
Q4 		$89K Buy
+20,844
New +$89K ﹤0.01% 10292
2020
Q3 		– Sell
-35,663
Closed -$147K – 11242
2020
Q2 		$147K Sell
35,663
-10,061
-22% -$41.5K ﹤0.01% 8760
2020
Q1 		$240K Sell
45,724
-59,377
-56% -$312K ﹤0.01% 7707
2019
Q4 		$809K Sell
105,101
-61,317
-37% -$472K ﹤0.01% 5978
2019
Q3 		$1.36M Buy
166,418
+86,809
+109% +$710K ﹤0.01% 5091
2019
Q2 		$567K Buy
+79,609
New +$567K ﹤0.01% 6626
2017
Q4 		– Sell
-18,671
Closed -$113K – 8891
2017
Q3 		$113K Buy
+18,671
New +$113K ﹤0.01% 6995
2014
Q2 		– Sell
-15,732
Closed -$95K – 8855
2014
Q1 		$95K Buy
+15,732
New +$95K ﹤0.01% 6256

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

Citadel Advisors's ATAXZ Position: Q3 2021 in Review

Citadel Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2021, closing a stake of 21,381 shares — an estimated $144K sold.

Citadel Advisors first reported a position in ATAXZ in Q1 2014 and held it in 10 quarters. The position peaked at $1.36M in Q3 2019. 62 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2021.

  • Citadel Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2021 after selling out during the quarter.
  • Citadel Advisors sold 21,381 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2021, an estimated $144K.
  • Citadel Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2014 and held it in 10 quarters.
  • Citadel Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $1.36M in Q3 2019.
  • 62 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2021.

Based on Citadel Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.