EH
ATAXZ

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

Equitable Holdings’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
-32,645
Closed -$198K – 934
2022
Q1 		$198K Buy
32,645
+3,453
+12% +$20.9K ﹤0.01% 843
2021
Q4 		$188K Buy
29,192
+1,800
+7% +$11.6K ﹤0.01% 828
2021
Q3 		$163K Sell
27,392
-5,908
-18% -$35.2K ﹤0.01% 815
2021
Q2 		$224K Buy
33,300
+942
+3% +$6.34K ﹤0.01% 753
2021
Q1 		$179K Buy
32,358
+12,495
+63% +$69.1K ﹤0.01% 726
2020
Q4 		$84K Sell
19,863
-49,060
-71% -$207K ﹤0.01% 674
2020
Q3 		$279K Sell
68,923
-56,732
-45% -$230K 0.01% 527
2020
Q2 		$518K Buy
125,655
+23,753
+23% +$97.9K 0.01% 396
2020
Q1 		$534K Buy
101,902
+43,054
+73% +$226K 0.02% 357
2019
Q4 		$453K Buy
+58,848
New +$453K 0.01% 420

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Equitable Holdings's ATAXZ Position: Q2 2022 in Review

Equitable Holdings sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 32,645 shares — an estimated $198K sold.

Equitable Holdings first reported a position in ATAXZ in Q4 2019 and held it in 10 quarters. The position peaked at $534K in Q1 2020. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

  • Equitable Holdings reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
  • Equitable Holdings sold 32,645 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $198K.
  • Equitable Holdings first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2019 and held it in 10 quarters.
  • Equitable Holdings's AMERICA FIRST TAX EXEMT INV LP position peaked at $534K in Q1 2020.
  • 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Equitable Holdings's 13F filing for Q2 2022, filed 15 Aug 2022.