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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

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: 543 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SOA Wealth Advisors
New York
$320K -$626K -34,285 -66%
AWM
2
AllSquare Wealth Management
New York
$49K -$98K -5,333 -67%
CA
3
CoreCap Advisors
Michigan
$38K +$38K +2,100 New
FCH
4
Freestone Capital Holdings
Washington
-$3.27M -540,894 Closed
RJA
5
Raymond James & Associates
Florida
-$3M -495,501 Closed
Morgan Stanley
6
Morgan Stanley
New York
-$2.93M -484,330 Closed
AFIA
7
America First Investment Advisors
Nebraska
-$2.21M -365,790 Closed
RJFSA
8
Raymond James Financial Services Advisors
Florida
-$1.99M -329,227 Closed
BCM
9
Bluefin Capital Management
New York
-$1.15M -189,729 Closed
SIC
10
Samalin Investment Counsel
New York
-$1.14M -188,440 Closed
UBS Group
11
UBS Group
Switzerland
-$1.04M -172,719 Closed
ACP
12
Aveo Capital Partners
Colorado
-$984K -162,576 Closed
LPL Financial
13
LPL Financial
California
-$856K -141,520 Closed
US Bancorp
14
US Bancorp
Minnesota
-$794K -131,213 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
-$777K -128,390 Closed
Stifel Financial
16
Stifel Financial
Missouri
-$691K -114,205 Closed
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
-$653K -107,942 Closed
Wells Fargo
18
Wells Fargo
California
-$646K -106,876 Closed
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
-$618K -102,100 Closed
Bank of America
20
Bank of America
North Carolina
-$605K -99,978 Closed
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
-$407K -67,340 Closed
RCWM
22
Royal Capital Wealth Management
Indiana
-$398K -65,799 Closed
XF
23
XML Financial
Maryland
-$334K -55,250 Closed
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
-$326K -54,045 Closed
TWM
25
Tradition Wealth Management
Minnesota
-$325K -53,704 Closed

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.