Carson Wealth (CWM LLC)’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Carson Wealth (CWM LLC)’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	-13,424	Closed	-$81K	–	4266
2022 Q1	$81K	Hold	13,424	–	–	﹤0.01%	1412
2021 Q4	$86K	Buy	+13,424	New	+$86K	﹤0.01%	1358
2021 Q2	$90K	Hold	13,424	–	–	﹤0.01%	1176
2021 Q1	$90K	Hold	13,424	–	–	﹤0.01%	1176
2020 Q4	$90K	Hold	13,424	–	–	﹤0.01%	1176
2020 Q3	$90K	Hold	13,424	–	–	﹤0.01%	1176
2020 Q2	$90K	Hold	13,424	–	–	﹤0.01%	1176
2020 Q1	$90K	Hold	13,424	–	–	﹤0.01%	1176
2019 Q4	$90K	Hold	13,424	–	–	﹤0.01%	1176
2019 Q3	$90K	Hold	13,424	–	–	﹤0.01%	1176
2019 Q2	$90K	Hold	13,424	–	–	﹤0.01%	1176
2019 Q1	$90K	Buy	+13,424	New	+$90K	﹤0.01%	1176

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

Carson Wealth (CWM LLC)'s ATAXZ Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 13,424 shares — an estimated $81K sold.

Carson Wealth (CWM LLC) first reported a position in ATAXZ in Q1 2019 and held it in 12 quarters. The position peaked at $90K in Q2 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Carson Wealth (CWM LLC) reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 13,424 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $81K.
Carson Wealth (CWM LLC) first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2019 and held it in 12 quarters.
Carson Wealth (CWM LLC)'s AMERICA FIRST TAX EXEMT INV LP position peaked at $90K in Q2 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.