FWM
ATAXZ

Frontier Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Frontier Wealth Management’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
-10,626
Closed -$183K – 433
2022
Q1 		$183K Sell
10,626
-24,455
-70% -$421K ﹤0.01% 380
2021
Q4 		$226K Sell
35,081
-5,000
-12% -$32.2K 0.01% 374
2021
Q3 		$239K Hold
40,081
– – 0.02% 374
2021
Q2 		$270K Hold
40,081
– – 0.02% 347
2021
Q1 		$222K Hold
40,081
– – 0.02% 349
2020
Q4 		$170K Hold
40,081
– – 0.01% 362
2020
Q3 		$162K Sell
40,081
-4,500
-10% -$18.2K 0.01% 348
2020
Q2 		$184K Buy
+44,581
New +$184K 0.02% 333

Other funds holding ATAXZ

SWA
SOA Wealth Advisors New York $530M AUM 19.89% 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