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

Natixis’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	-265,500	Closed	-$1.71M	–	1400
2021 Q4	$1.71M	Hold	265,500	–	–	0.01%	815
2021 Q3	$1.58M	Hold	265,500	–	–	0.01%	780
2021 Q2	$1.79M	Hold	265,500	–	–	0.01%	538
2021 Q1	$1.47M	Buy	+265,500	New	+$1.47M	﹤0.01%	767
2014 Q2	–	Sell	-12,400	Closed	-$75K	–	592
2014 Q1	$75K	Buy	+12,400	New	+$75K	﹤0.01%	468

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 New York $1.89T AUM 35.08% 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 $399M AUM 24.96% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Natixis's ATAXZ Position: Q1 2022 in Review

Natixis sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 265,500 shares — an estimated $1.71M sold.

Natixis first reported a position in ATAXZ in Q1 2014 and held it in 5 quarters. The position peaked at $1.79M in Q2 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

Natixis reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
Natixis sold 265,500 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $1.71M.
Natixis first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2014 and held it in 5 quarters.
Natixis's AMERICA FIRST TAX EXEMT INV LP position peaked at $1.79M in Q2 2021.
54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on Natixis's 13F filing for Q1 2022, filed 13 May 2022.