Koshinski Asset Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Koshinski Asset Management’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	-100,168	Closed	-$644K	–	2290
2021 Q4	$644K	Sell	100,168 -6,832	-6%	-$43.9K	0.05%	353
2021 Q3	$638K	Buy	+107,000	New	+$638K	0.06%	343
2021 Q2	–	Sell	-107,000	Closed	-$592K	–	648
2021 Q1	$592K	Buy	+107,000	New	+$592K	0.06%	328

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

Koshinski Asset Management's ATAXZ Position: Q1 2022 in Review

Koshinski Asset Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 100,168 shares — an estimated $644K sold.

Koshinski Asset Management first reported a position in ATAXZ in Q1 2021 and held it in 3 quarters. The position peaked at $644K in Q4 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

Koshinski Asset Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
Koshinski Asset Management sold 100,168 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $644K.
Koshinski Asset Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2021 and held it in 3 quarters.
Koshinski Asset Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $644K in Q4 2021.
54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on Koshinski Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.