ACP
ATAXZ

Aveo Capital Partners’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Aveo Capital Partners’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
-162,576
Closed -$984K – 311
2022
Q1 		$984K Buy
162,576
+14,909
+10% +$90.2K 0.17% 112
2021
Q4 		$950K Buy
147,667
+10,118
+7% +$65.1K 0.17% 118
2021
Q3 		$820K Sell
137,549
-2,435
-2% -$14.5K 0.17% 110
2021
Q2 		$943K Buy
139,984
+10,527
+8% +$70.9K 0.21% 103
2021
Q1 		$716K Buy
+129,457
New +$716K 0.18% 110
2018
Q2 		– Sell
-24,995
Closed -$154K – 156
2018
Q1 		$154K Hold
24,995
– – 0.06% 137
2017
Q4 		$151K Hold
24,995
– – 0.05% 138
2017
Q3 		$151K Hold
24,995
– – 0.05% 129
2017
Q2 		$149K Sell
24,995
-15,000
-38% -$89.4K 0.05% 128
2017
Q1 		$224K Hold
39,995
– – 0.08% 108
2016
Q4 		$216K Buy
+39,995
New +$216K 0.06% 201

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

Aveo Capital Partners's ATAXZ Position: Q2 2022 in Review

Aveo Capital Partners sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 162,576 shares — an estimated $984K sold.

Aveo Capital Partners first reported a position in ATAXZ in Q4 2016 and held it in 11 quarters. The position peaked at $984K in Q1 2022. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

  • Aveo Capital Partners reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
  • Aveo Capital Partners sold 162,576 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $984K.
  • Aveo Capital Partners first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2016 and held it in 11 quarters.
  • Aveo Capital Partners's AMERICA FIRST TAX EXEMT INV LP position peaked at $984K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.