Beacon Financial Advisory’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Beacon Financial Advisory’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	-15,322	Closed	-$93K	–	249
2022 Q1	$93K	Buy	15,322 +1,703	+13%	+$10.3K	0.04%	235
2021 Q4	$88K	Buy	13,619 +227	+2%	+$1.47K	0.04%	241
2021 Q3	$80K	Buy	13,392 +3,162	+31%	+$18.9K	0.04%	229
2021 Q2	$69K	Buy	+10,230	New	+$69K	0.04%	221

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

Beacon Financial Advisory's ATAXZ Position: Q2 2022 in Review

Beacon Financial Advisory sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 15,322 shares — an estimated $93K sold.

Beacon Financial Advisory first reported a position in ATAXZ in Q2 2021 and held it in 4 quarters. The position peaked at $93K in Q1 2022. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Beacon Financial Advisory reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Beacon Financial Advisory sold 15,322 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $93K.
Beacon Financial Advisory first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2021 and held it in 4 quarters.
Beacon Financial Advisory's AMERICA FIRST TAX EXEMT INV LP position peaked at $93K in Q1 2022.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Beacon Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.