Gladstone Institutional Advisory’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Gladstone Institutional Advisory’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	-34,200	Closed	-$207K	–	755
2022 Q1	$207K	Buy	+34,200	New	+$207K	0.01%	663

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

Gladstone Institutional Advisory's ATAXZ Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 34,200 shares — an estimated $207K sold.

Gladstone Institutional Advisory first reported a position in ATAXZ in Q1 2022 and held it in 1 quarter. The position peaked at $207K in Q1 2022. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Gladstone Institutional Advisory reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 34,200 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $207K.
Gladstone Institutional Advisory first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2022 and held it in 1 quarter.
Gladstone Institutional Advisory's AMERICA FIRST TAX EXEMT INV LP position peaked at $207K in Q1 2022.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.