Marshall Wace
ATAXZ

Marshall Wace’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Marshall Wace’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
2021
Q4 		– Sell
-15,299
Closed -$91K – 4590
2021
Q3 		$91K Buy
+15,299
New +$91K ﹤0.01% 2905

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
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
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Marshall Wace's ATAXZ Position: Q4 2021 in Review

Marshall Wace sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2021, closing a stake of 15,299 shares — an estimated $91K sold.

Marshall Wace first reported a position in ATAXZ in Q3 2021 and held it in 1 quarter. The position peaked at $91K in Q3 2021. 67 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2021.

  • Marshall Wace reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2021 after selling out during the quarter.
  • Marshall Wace sold 15,299 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2021, an estimated $91K.
  • Marshall Wace first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2021 and held it in 1 quarter.
  • Marshall Wace's AMERICA FIRST TAX EXEMT INV LP position peaked at $91K in Q3 2021.
  • 67 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2021.

Based on Marshall Wace's 13F filing for Q4 2021, filed 14 Feb 2022.