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

Jump Financial’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	-21,094	Closed	-$128K	–	2186
2022 Q1	$128K	Buy	21,094 +4,194	+25%	+$25.4K	0.01%	1383
2021 Q4	$109K	Buy	+16,900	New	+$109K	0.01%	1218
2021 Q1	–	Sell	-11,100	Closed	-$47K	–	1457
2020 Q4	$47K	Buy	+11,100	New	+$47K	0.01%	908

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

Jump Financial's ATAXZ Position: Q2 2022 in Review

Jump Financial sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 21,094 shares — an estimated $128K sold.

Jump Financial first reported a position in ATAXZ in Q4 2020 and held it in 3 quarters. The position peaked at $128K in Q1 2022. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Jump Financial reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Jump Financial sold 21,094 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $128K.
Jump Financial first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 3 quarters.
Jump Financial's AMERICA FIRST TAX EXEMT INV LP position peaked at $128K in Q1 2022.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Jump Financial's 13F filing for Q2 2022, filed 9 Aug 2022.