William Blair & Company
ATAXZ

William Blair & Company’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

William Blair & Company’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
-63,090
Closed -$406K – 2054
2021
Q4 		$406K Hold
63,090
– – ﹤0.01% 1301
2021
Q3 		$376K Buy
+63,090
New +$376K ﹤0.01% 1269

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 $320M AUM 20.87% 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

William Blair & Company's ATAXZ Position: Q1 2022 in Review

William Blair & Company sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 63,090 shares — an estimated $406K sold.

William Blair & Company first reported a position in ATAXZ in Q3 2021 and held it in 2 quarters. The position peaked at $406K in Q4 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

  • William Blair & Company reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
  • William Blair & Company sold 63,090 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $406K.
  • William Blair & Company first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2021 and held it in 2 quarters.
  • William Blair & Company's AMERICA FIRST TAX EXEMT INV LP position peaked at $406K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on William Blair & Company's 13F filing for Q1 2022, filed 13 May 2022.