B. Riley Wealth Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,691
| Closed | -$65K | – | 1439 |
|
|
2022
Q1 | $65K | Sell |
10,691
-120
| -1% | -$730 | ﹤0.01% | 1323 |
|
|
2021
Q4 | $70K | Buy |
10,811
+117
| +1% | +$758 | ﹤0.01% | 1360 |
|
|
2021
Q3 | $64K | Buy |
10,694
+22
| +0.2% | +$132 | ﹤0.01% | 1363 |
|
|
2021
Q2 | $72K | Buy |
10,672
+1
| +0% | +$7 | ﹤0.01% | 1334 |
|
|
2021
Q1 | $60K | Sell |
10,671
-6,183
| -37% | -$34.8K | ﹤0.01% | 1319 |
|
|
2020
Q4 | $72K | Sell |
16,854
-11
| -0.1% | -$47 | ﹤0.01% | 1006 |
|
|
2020
Q3 | $69K | Buy |
16,865
+4
| +0% | +$16 | ﹤0.01% | 911 |
|
|
2020
Q2 | $70K | Sell |
16,861
-410
| -2% | -$1.7K | ﹤0.01% | 833 |
|
|
2020
Q1 | $91K | Buy |
17,271
+128
| +0.7% | +$674 | 0.01% | 728 |
|
|
2019
Q4 | $132K | Buy |
17,143
+16
| +0.1% | +$123 | 0.01% | 786 |
|
|
2019
Q3 | $141K | Buy |
17,127
+216
| +1% | +$1.78K | 0.01% | 752 |
|
|
2019
Q2 | $121K | Sell |
16,911
-10
| -0.1% | -$72 | 0.01% | 751 |
|
|
2019
Q1 | $117K | Buy |
16,921
+6,577
| +64% | +$45.5K | 0.01% | 691 |
|
|
2018
Q4 | $59K | Buy |
10,344
+3
| +0% | +$17 | 0.01% | 639 |
|
|
2018
Q3 | $59K | Buy |
10,341
+23
| +0.2% | +$131 | 0.01% | 702 |
|
|
2018
Q2 | $66K | Sell |
10,318
-6
| -0.1% | -$38 | 0.01% | 657 |
|
|
2018
Q1 | $64K | Sell |
10,324
-4
| -0% | -$25 | 0.01% | 645 |
|
|
2017
Q4 | $63K | Hold |
10,328
| – | – | 0.01% | 627 |
|
|
2017
Q3 | $63K | Buy |
+10,328
| New | +$63K | 0.01% | 525 |
|
|
2015
Q1 | – | Sell |
-4,000
| Closed | -$21 | – | 2781 |
|
|
2014
Q4 | $21 | Buy |
+4,000
| New | +$21 | ﹤0.01% | 2535 |
|
|
2014
Q3 | – | Sell |
-4,000
| Closed | -$24.1K | – | 2590 |
|
|
2014
Q2 | $24.1K | Buy |
+4,000
| New | +$24.1K | 0.01% | 1385 |
|
Other funds holding ATAXZ
B. Riley Wealth Advisors's ATAXZ Position: Q2 2022 in Review
B. Riley Wealth Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 10,691 shares — an estimated $65K sold.
B. Riley Wealth Advisors first reported a position in ATAXZ in Q2 2014 and held it in 21 quarters. The position peaked at $141K in Q3 2019. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.
- B. Riley Wealth Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
- B. Riley Wealth Advisors sold 10,691 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $65K.
- B. Riley Wealth Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2014 and held it in 21 quarters.
- B. Riley Wealth Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $141K in Q3 2019.
- 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.