OBWG
ATAXZ

Onyx Bridge Wealth Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Onyx Bridge Wealth Group’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
-20,150
Closed -$132K – 186
2021
Q4 		$132K Buy
20,150
+700
+4% +$4.59K 0.04% 161
2021
Q3 		$126K Hold
19,450
– – 0.05% 147
2021
Q2 		$131K Buy
19,450
+1,650
+9% +$11.1K 0.06% 119
2021
Q1 		$98K Buy
+17,800
New +$98K 0.05% 105

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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Onyx Bridge Wealth Group's ATAXZ Position: Q1 2022 in Review

Onyx Bridge Wealth Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 20,150 shares — an estimated $132K sold.

Onyx Bridge Wealth Group first reported a position in ATAXZ in Q1 2021 and held it in 4 quarters. The position peaked at $132K in Q4 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

  • Onyx Bridge Wealth Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 20,150 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $132K.
  • Onyx Bridge Wealth Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2021 and held it in 4 quarters.
  • Onyx Bridge Wealth Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $132K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2022, filed 9 May 2022.