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

AE 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 Q2	–	Sell	-23,571	Closed	-$143K	–	1878
2022 Q1	$143K	Buy	23,571 +619	+3%	+$3.75K	﹤0.01%	1600
2021 Q4	$148K	Buy	22,952 +373	+2%	+$2.4K	﹤0.01%	1621
2021 Q3	$135K	Buy	+22,579	New	+$135K	﹤0.01%	1545

Other funds holding ATAXZ

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AE Wealth Management's ATAXZ Position: Q2 2022 in Review

AE Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 23,571 shares — an estimated $143K sold.

AE Wealth Management first reported a position in ATAXZ in Q3 2021 and held it in 3 quarters. The position peaked at $148K in Q4 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

AE Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
AE Wealth Management sold 23,571 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $143K.
AE Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2021 and held it in 3 quarters.
AE Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $148K in Q4 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.