SIAG
ATAXZ

Safeguard Investment Advisory Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-281
Closed -$1K – 810
2020
Q4 		$1K Buy
+281
New +$1K ﹤0.01% 707

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $3.86B AUM 26.3% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return

Safeguard Investment Advisory Group's ATAXZ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2021, closing a stake of 281 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in ATAXZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 66 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 281 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $1K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.