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

CoreCap Advisors’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 Q4	$27.2K	Buy	+1,565	New	+$27.2K	﹤0.01%	1190
2022 Q3	–	Sell	-2,100	Closed	-$38K	–	2365
2022 Q2	$38K	Buy	+2,100	New	+$38K	﹤0.01%	1032
2022 Q1	–	Sell	-6,467	Closed	-$42K	–	2378
2021 Q4	$42K	Buy	+6,467	New	+$42K	﹤0.01%	1063

Other funds holding ATAXZ

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

CoreCap Advisors's ATAXZ Position: Q4 2022 in Review

CoreCap Advisors opened a new position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2022: 1,565 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in ATAXZ as recently as Q2 2022.

CoreCap Advisors first reported a position in ATAXZ in Q4 2021 and has held it in 3 quarters since. The position peaked at $42K in Q4 2021. 4 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2022.

CoreCap Advisors held 1,565 shares of AMERICA FIRST TAX EXEMT INV LP worth $27.2K as of Q4 2022.
AMERICA FIRST TAX EXEMT INV LP was a new CoreCap Advisors position in Q4 2022.
AMERICA FIRST TAX EXEMT INV LP made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1190 holding.
CoreCap Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2021 and has held it in 3 quarters since.
CoreCap Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $42K in Q4 2021.
4 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.