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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

ATAXZ was delisted on the 30th of June, 2008.

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3 hedge funds and large institutions have $407K invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% less funds holding

Funds holding: 54 → 3 (-51)

98% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 52

99% less capital invested

Capital invested by funds: $29.9M → $407K (-$29.5M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
-51
Holders Change %
-94.44%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
CoreCap Advisors
Michigan
+$38K

Top Sellers

Rank Fund Capital Flow
1
FCH
Freestone Capital Holdings
Washington
-$3.27M
2
RJA
Raymond James & Associates
Florida
-$3M
3
Morgan Stanley
Morgan Stanley
New York
-$2.93M
4
AFIA
America First Investment Advisors
Nebraska
-$2.21M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
26
Certuity
Florida
– -$285K -47,114 Closed
DLG
27
Daniel L. Goodwin
– -$271K -44,700 Closed
Creative Planning
28
Creative Planning
Kansas
– -$266K -44,000 Closed
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
– -$269K -42,300 Closed
SMH
30
Sanders Morris Harris
Texas
– -$239K -39,500 Closed
JP Morgan Chase
31
JP Morgan Chase
New York
– -$609K -37,679 Closed
Osaic Holdings
32
Osaic Holdings
Arizona
– -$225K -37,169 Closed
GIA
33
Gladstone Institutional Advisory
Florida
– -$207K -34,200 Closed
EH
34
Equitable Holdings
New York
– -$198K -32,645 Closed
PAG
35
Private Advisor Group
New Jersey
– -$168K -27,687 Closed
P
36
&Partners
Tennessee
– -$155K -25,620 Closed
APA
37
American Portfolios Advisors
New York
– -$155K -25,600 Closed
AWM
38
AE Wealth Management
Kansas
– -$143K -23,571 Closed
JF
39
Jump Financial
Illinois
– -$128K -21,094 Closed
TYCC
40
Texas Yale Capital Corp
Florida
– -$115K -19,007 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$95K -15,739 Closed
BFA
42
Beacon Financial Advisory
Ohio
– -$93K -15,322 Closed
SF
43
Synovus Financial
Georgia
– -$91K -15,000 Closed
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
– -$81K -13,424 Closed
NFSG
45
Newbridge Financial Services Group
Florida
– -$79K -13,032 Closed
BWP
46
Baldwin Wealth Partners
Massachusetts
– -$76K -12,500 Closed
Truist Financial
47
Truist Financial
North Carolina
– -$75K -12,400 Closed
WE
48
Wealth Effects
Massachusetts
– -$70K -11,500 Closed
BRWA
49
B. Riley Wealth Advisors
Florida
– -$65K -10,691 Closed
FWM
50
Frontier Wealth Management
Missouri
– -$183K -10,626 Closed
1
2
3

ATAXZ Hedge Fund Activity: Q2 2022 in Review

3 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2022, worth a combined $407K — down 99% from $29.9M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ATAXZ and 1 opened new positions — a net loss of 51 holders — while 2 trimmed existing stakes and 0 added.

The largest buyer was CoreCap Advisors, opening a new position worth an estimated $38K. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $3.27M sold.

  • 3 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2022, down from 54 in Q1 2022.
  • Funds reported $407K of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2022, down 99% quarter-over-quarter.
  • 1 fund opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2022 and 52 closed out, a net change of -51 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2022 was CoreCap Advisors, an estimated $38K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2022 was Freestone Capital Holdings, an estimated $3.27M sold.

Based on aggregated 13F filings for Q2 2022.