Certuity’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Certuity’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	-47,114	Closed	-$285K	–	321
2022 Q1	$285K	Hold	47,114	–	–	0.06%	219
2021 Q4	$303K	Sell	47,114 -25,000	-35%	-$161K	0.07%	209
2021 Q3	$430K	Buy	72,114 +1,010	+1%	+$6.02K	0.09%	185
2021 Q2	$479K	Buy	71,104 +25,125	+55%	+$169K	0.11%	138
2021 Q1	$254K	Buy	45,979 +979	+2%	+$5.41K	0.07%	237
2020 Q4	$191K	Buy	45,000 +20,000	+80%	+$84.9K	0.06%	229
2020 Q3	$101K	Hold	25,000	–	–	0.04%	193
2020 Q2	$103K	Hold	25,000	–	–	0.05%	174
2020 Q1	$131K	Hold	25,000	–	–	0.07%	151
2019 Q4	$193K	Buy	+25,000	New	+$193K	0.09%	167

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

Certuity's ATAXZ Position: Q2 2022 in Review

Certuity sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 47,114 shares — an estimated $285K sold.

Certuity first reported a position in ATAXZ in Q4 2019 and held it in 10 quarters. The position peaked at $479K in Q2 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Certuity reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Certuity sold 47,114 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $285K.
Certuity first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2019 and held it in 10 quarters.
Certuity's AMERICA FIRST TAX EXEMT INV LP position peaked at $479K in Q2 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Certuity's 13F filing for Q2 2022, filed 3 Aug 2022.