American Portfolios Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

American Portfolios Advisors’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	-25,600	Closed	-$155K	–	3678
2022 Q1	$155K	Hold	25,600	–	–	0.01%	1293
2021 Q4	$165K	Buy	25,600 +19,600	+327%	+$126K	0.01%	1261
2021 Q3	$35.8K	Buy	6,000 +5,000	+500%	+$29.8K	﹤0.01%	1968
2021 Q2	$6.74K	Hold	1,000	–	–	﹤0.01%	2692
2021 Q1	$5.53K	Hold	1,000	–	–	﹤0.01%	2654
2020 Q4	$4.25K	Hold	1,000	–	–	﹤0.01%	2477
2020 Q3	$4.05K	Sell	1,000 -5,500	-85%	-$22.3K	﹤0.01%	2363
2020 Q2	$26.8K	Hold	6,500	–	–	﹤0.01%	1528
2020 Q1	$34.1K	Hold	6,500	–	–	﹤0.01%	1327
2019 Q4	$50K	Sell	6,500 -2,400	-27%	-$18.5K	﹤0.01%	1343
2019 Q3	$72.8K	Hold	8,900	–	–	0.01%	1136
2019 Q2	$63.4K	Buy	8,900 +5,000	+128%	+$35.6K	0.01%	1170
2019 Q1	$26.8K	Hold	3,900	–	–	﹤0.01%	1457
2018 Q4	$21.9K	Hold	3,900	–	–	﹤0.01%	1344
2018 Q3	$22.2K	Hold	3,900	–	–	﹤0.01%	1446
2018 Q2	$24.8K	Hold	3,900	–	–	﹤0.01%	1381
2018 Q1	$24.1K	Buy	3,900 +500	+15%	+$3.09K	﹤0.01%	1323
2017 Q4	$20.6K	Buy	+3,400	New	+$20.6K	﹤0.01%	1314

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

American Portfolios Advisors's ATAXZ Position: Q2 2022 in Review

American Portfolios Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 25,600 shares — an estimated $155K sold.

American Portfolios Advisors first reported a position in ATAXZ in Q4 2017 and held it in 18 quarters. The position peaked at $165K in Q4 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

American Portfolios Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 25,600 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $155K.
American Portfolios Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2017 and held it in 18 quarters.
American Portfolios Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $165K in Q4 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.