WS
ATAXZ

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

Wedbush Securities’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
-13,460
Closed -$57K – 1104
2020
Q4 		$57K Buy
13,460
+625
+5% +$2.65K 0.01% 854
2020
Q3 		$52K Hold
12,835
– – 0.01% 879
2020
Q2 		$53K Buy
12,835
+2,095
+20% +$8.65K 0.01% 901
2020
Q1 		$56K Hold
10,740
– – 0.01% 820
2019
Q4 		$83K Sell
10,740
-5,200
-33% -$40.2K 0.01% 940
2019
Q3 		$130K Hold
15,940
– – 0.01% 876
2019
Q2 		$113K Buy
15,940
+3,000
+23% +$21.3K 0.01% 890
2019
Q1 		$89K Sell
12,940
-1,827
-12% -$12.6K 0.01% 865
2018
Q4 		$83K Buy
14,767
+4,207
+40% +$23.6K 0.01% 770
2018
Q3 		$60K Hold
10,560
– – 0.01% 865
2018
Q2 		$67K Sell
10,560
-8,018
-43% -$50.9K 0.01% 831
2018
Q1 		$115K Hold
18,578
– – 0.02% 744
2017
Q4 		$112K Buy
+18,578
New +$112K 0.01% 783

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
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
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 $282M AUM 16.72% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Wedbush Securities's ATAXZ Position: Q1 2021 in Review

Wedbush Securities sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2021, closing a stake of 13,460 shares — an estimated $57K sold.

Wedbush Securities first reported a position in ATAXZ in Q4 2017 and held it in 13 quarters. The position peaked at $130K in Q3 2019. 66 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2021.

  • Wedbush Securities reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2021 after selling out during the quarter.
  • Wedbush Securities sold 13,460 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2021, an estimated $57K.
  • Wedbush Securities first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2017 and held it in 13 quarters.
  • Wedbush Securities's AMERICA FIRST TAX EXEMT INV LP position peaked at $130K in Q3 2019.
  • 66 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2021.

Based on Wedbush Securities's 13F filing for Q1 2021, filed 26 Apr 2021.