Lumature Wealth Partners’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Lumature Wealth Partners’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	-1,500	Closed	-$9K	–	449
2022 Q1	$9K	Hold	1,500	–	–	﹤0.01%	348
2021 Q4	$10K	Hold	1,500	–	–	﹤0.01%	336
2021 Q3	$9K	Hold	1,500	–	–	﹤0.01%	340
2021 Q2	$10K	Hold	1,500	–	–	﹤0.01%	298
2021 Q1	$8K	Buy	+1,500	New	+$8K	﹤0.01%	299

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

Lumature Wealth Partners's ATAXZ Position: Q2 2022 in Review

Lumature Wealth Partners sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 1,500 shares — an estimated $9K sold.

Lumature Wealth Partners first reported a position in ATAXZ in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Lumature Wealth Partners reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Lumature Wealth Partners sold 1,500 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $9K.
Lumature Wealth Partners first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2021 and held it in 5 quarters.
Lumature Wealth Partners's AMERICA FIRST TAX EXEMT INV LP position peaked at $10K in Q4 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Lumature Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.