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

HighTower 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 Q1	–	Sell	-12,838	Closed	-$82K	–	3800
2021 Q4	$82K	Buy	12,838 +47	+0.4%	+$300	﹤0.01%	2958
2021 Q3	$77K	Sell	12,791 -1,557	-11%	-$9.37K	﹤0.01%	2882
2021 Q2	$98K	Sell	14,348 -6,522	-31%	-$44.5K	﹤0.01%	2817
2021 Q1	$116K	Buy	20,870 +36	+0.2%	+$200	﹤0.01%	2734
2020 Q4	$88K	Buy	20,834 +40	+0.2%	+$169	﹤0.01%	2364
2020 Q3	$84K	Buy	20,794 +40	+0.2%	+$162	﹤0.01%	2257
2020 Q2	$87K	Buy	20,754 +61	+0.3%	+$256	﹤0.01%	2143
2020 Q1	$108K	Buy	20,693 +8,204	+66%	+$42.8K	﹤0.01%	1931
2019 Q4	$97K	Buy	12,489 +39	+0.3%	+$303	﹤0.01%	2081
2019 Q3	$102K	Buy	12,450 +2,450	+25%	+$20.1K	﹤0.01%	2165
2019 Q2	$72K	Hold	10,000	–	–	﹤0.01%	2187
2019 Q1	$68K	Hold	10,000	–	–	﹤0.01%	2103
2018 Q4	$56K	Hold	10,000	–	–	﹤0.01%	2022
2018 Q3	$58K	Hold	10,000	–	–	﹤0.01%	2111
2018 Q2	$64K	Hold	10,000	–	–	﹤0.01%	2047
2018 Q1	$62K	Sell	10,000 -2,500	-20%	-$15.5K	﹤0.01%	2006
2017 Q4	$75K	Hold	12,500	–	–	﹤0.01%	2064
2017 Q3	$75K	Hold	12,500	–	–	﹤0.01%	2053
2017 Q2	$75K	Buy	+12,500	New	+$75K	﹤0.01%	1999

Other funds holding ATAXZ

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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 $282M AUM 16.72% 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

HighTower Advisors's ATAXZ Position: Q1 2022 in Review

HighTower Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 12,838 shares — an estimated $82K sold.

HighTower Advisors first reported a position in ATAXZ in Q2 2017 and held it in 19 quarters. The position peaked at $116K in Q1 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

HighTower Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
HighTower Advisors sold 12,838 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $82K.
HighTower Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2017 and held it in 19 quarters.
HighTower Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $116K in Q1 2021.
54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on HighTower Advisors's 13F filing for Q1 2022, filed 12 May 2022.