IFG
ATAXZ

Independent Financial Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Independent Financial Group’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
2020
Q4 		– Sell
-19,000
Closed -$77K – 616
2020
Q3 		$77K Sell
19,000
-2,500
-12% -$10.1K 0.01% 495
2020
Q2 		$88.6K Hold
21,500
– – 0.02% 465
2020
Q1 		$113K Buy
+21,500
New +$113K 0.03% 377

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's ATAXZ Position: Q4 2020 in Review

Independent Financial Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2020, closing a stake of 19,000 shares — an estimated $77K sold.

Independent Financial Group first reported a position in ATAXZ in Q1 2020 and held it in 3 quarters. The position peaked at $113K in Q1 2020. 70 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2020.

  • Independent Financial Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 19,000 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2020, an estimated $77K.
  • Independent Financial Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2020 and held it in 3 quarters.
  • Independent Financial Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $113K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.