Northeast Financial Consultants’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Northeast Financial Consultants’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	-16,000	Closed	-$103K	–	410
2021 Q4	$103K	Hold	16,000	–	–	0.01%	348
2021 Q3	$95K	Hold	16,000	–	–	0.01%	347
2021 Q2	$108K	Hold	16,000	–	–	0.01%	342
2021 Q1	$88K	Buy	16,000 +2,000	+14%	+$11K	0.01%	326
2020 Q4	$60K	Buy	+14,000	New	+$60K	0.01%	317

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 $1.66T 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 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 $445B AUM 25.58% 1-Year Est. Return

Northeast Financial Consultants's ATAXZ Position: Q1 2022 in Review

Northeast Financial Consultants sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 16,000 shares — an estimated $103K sold.

Northeast Financial Consultants first reported a position in ATAXZ in Q4 2020 and held it in 5 quarters. The position peaked at $108K in Q2 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

Northeast Financial Consultants reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
Northeast Financial Consultants sold 16,000 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $103K.
Northeast Financial Consultants first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 5 quarters.
Northeast Financial Consultants's AMERICA FIRST TAX EXEMT INV LP position peaked at $108K in Q2 2021.
54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on Northeast Financial Consultants's 13F filing for Q1 2022, filed 12 May 2022.