IFG Advisory’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

IFG Advisory’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	-95,000	Closed	-$610K	–	534
2021 Q4	$610K	Buy	+95,000	New	+$610K	0.06%	266
2021 Q2	–	Sell	-66,000	Closed	-$364K	–	525
2021 Q1	$364K	Buy	66,000 +24,000	+57%	+$132K	0.05%	359
2020 Q4	$178K	Buy	+42,000	New	+$178K	0.02%	441

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

IFG Advisory's ATAXZ Position: Q1 2022 in Review

IFG Advisory sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 95,000 shares — an estimated $610K sold.

IFG Advisory first reported a position in ATAXZ in Q4 2020 and held it in 3 quarters. The position peaked at $610K in Q4 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

IFG Advisory reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
IFG Advisory sold 95,000 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $610K.
IFG Advisory first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 3 quarters.
IFG Advisory's AMERICA FIRST TAX EXEMT INV LP position peaked at $610K in Q4 2021.
54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on IFG Advisory's 13F filing for Q1 2022, filed 4 May 2022.