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 $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

Frontier Wealth Management's ATAXZ Position: Q2 2022 in Review

Frontier Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 10,626 shares — an estimated $183K sold.

Frontier Wealth Management first reported a position in ATAXZ in Q2 2020 and held it in 8 quarters. The position peaked at $270K in Q2 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Frontier Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 10,626 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $183K.
Frontier Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2020 and held it in 8 quarters.
Frontier Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $270K in Q2 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.