WJWM
ATAXZ

Williams Jones Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Williams Jones Wealth Management’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
-10,000
Closed -$64K – 553
2021
Q4 		$64K Buy
+10,000
New +$64K ﹤0.01% 480

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

Williams Jones Wealth Management's ATAXZ Position: Q1 2022 in Review

Williams Jones Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 10,000 shares — an estimated $64K sold.

Williams Jones Wealth Management first reported a position in ATAXZ in Q4 2021 and held it in 1 quarter. The position peaked at $64K in Q4 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

  • Williams Jones Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 10,000 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $64K.
  • Williams Jones Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $64K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on Williams Jones Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.