RFN
ATAXZ

RDA Financial Network’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

RDA Financial Network’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
Q2 		– Sell
-12,863
Closed -$71K – 240
2021
Q1 		$71K Hold
12,863
– – 0.03% 226
2020
Q4 		$55K Hold
12,863
– – 0.02% 228
2020
Q3 		$52K Sell
12,863
-1,751
-12% -$7.08K 0.02% 224
2020
Q2 		$60K Buy
+14,614
New +$60K 0.03% 215

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

RDA Financial Network's ATAXZ Position: Q2 2021 in Review

RDA Financial Network sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2021, closing a stake of 12,863 shares — an estimated $71K sold.

RDA Financial Network first reported a position in ATAXZ in Q2 2020 and held it in 4 quarters. The position peaked at $71K in Q1 2021. 65 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2021.

  • RDA Financial Network reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2021 after selling out during the quarter.
  • RDA Financial Network sold 12,863 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2021, an estimated $71K.
  • RDA Financial Network first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2020 and held it in 4 quarters.
  • RDA Financial Network's AMERICA FIRST TAX EXEMT INV LP position peaked at $71K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2021.

Based on RDA Financial Network's 13F filing for Q2 2021, filed 13 Jul 2021.