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
2022 Q2	–	Sell	-10,600	Closed	-$64K	–	14943
2022 Q1	$64K	Sell	10,600 -14,100	-57%	-$85.1K	﹤0.01%	12644
2021 Q4	$159K	Sell	24,700 -13,300	-35%	-$85.6K	﹤0.01%	12199
2021 Q3	$226K	Buy	38,000 +4,100	+12%	+$24.4K	﹤0.01%	11723
2021 Q2	$228K	Buy	33,900 +2,100	+7%	+$14.1K	﹤0.01%	11883
2021 Q1	$176K	Buy	+31,800	New	+$176K	﹤0.01%	11866

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

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.