KOCAA
ATAXZ

Knights of Columbus Asset Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Knights of Columbus Asset 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
-600
Closed -$4K – 334
2021
Q4 		$4K Buy
+600
New +$4K ﹤0.01% 312

Other funds holding ATAXZ

FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $539M AUM 13.1% 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 18.42% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Knights of Columbus Asset Advisors's ATAXZ Position: Q1 2022 in Review

Knights of Columbus Asset Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 600 shares — an estimated $4K sold.

Knights of Columbus Asset Advisors first reported a position in ATAXZ in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

  • Knights of Columbus Asset Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 600 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $4K.
  • Knights of Columbus Asset Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2021 and held it in 1 quarter.
  • Knights of Columbus Asset Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $4K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on Knights of Columbus Asset Advisors's 13F filing for Q1 2022, filed 16 May 2022.