LWM
ATAXZ

Liberty Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Liberty Wealth 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
2020
Q1 		– Sell
-4,250
Closed -$32K – 1033
2019
Q4 		$32K Hold
4,250
– – 0.03% 335
2019
Q3 		$35K Hold
4,250
– – 0.03% 301
2019
Q2 		$30K Hold
4,250
– – 0.03% 343
2019
Q1 		$29K Hold
4,250
– – 0.02% 291
2018
Q4 		$23K Buy
+4,250
New +$23K 0.02% 308

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's ATAXZ Position: Q1 2020 in Review

Liberty Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2020, closing a stake of 4,250 shares — an estimated $32K sold.

Liberty Wealth Management first reported a position in ATAXZ in Q4 2018 and held it in 5 quarters. The position peaked at $35K in Q3 2019. 72 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2020.

  • Liberty Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 4,250 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2020, an estimated $32K.
  • Liberty Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2018 and held it in 5 quarters.
  • Liberty Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $35K in Q3 2019.
  • 72 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.