Morgan Stanley
ATAXZ

Morgan Stanley’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Morgan Stanley’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
-484,330
Closed -$2.93M – 8345
2022
Q1 		$2.93M Sell
484,330
-320,870
-40% -$1.94M ﹤0.01% 4221
2021
Q4 		$5.18M Buy
805,200
+40,012
+5% +$257K ﹤0.01% 3687
2021
Q3 		$4.56M Buy
765,188
+27,460
+4% +$164K ﹤0.01% 3822
2021
Q2 		$4.97M Sell
737,728
-106,024
-13% -$715K ﹤0.01% 3782
2021
Q1 		$4.67M Sell
843,752
-207,707
-20% -$1.15M ﹤0.01% 3495
2020
Q4 		$4.47M Buy
1,051,459
+480,873
+84% +$2.04M ﹤0.01% 3381
2020
Q3 		$2.31M Buy
570,586
+26,866
+5% +$109K ﹤0.01% 3535
2020
Q2 		$2.24M Buy
543,720
+164,799
+43% +$679K ﹤0.01% 3496
2020
Q1 		$1.99M Sell
378,921
-122,596
-24% -$643K ﹤0.01% 3374
2019
Q4 		$3.86M Buy
501,517
+164,785
+49% +$1.27M ﹤0.01% 3469
2019
Q3 		$2.75M Buy
336,732
+122,418
+57% +$1M ﹤0.01% 3505
2019
Q2 		$1.53M Buy
214,314
+20,525
+11% +$146K ﹤0.01% 3979
2019
Q1 		$1.33M Sell
193,789
-21,676
-10% -$149K ﹤0.01% 3908
2018
Q4 		$1.21M Sell
215,465
-1,510
-0.7% -$8.49K ﹤0.01% 4136
2018
Q3 		$1.24M Sell
216,975
-59,912
-22% -$342K ﹤0.01% 4371
2018
Q2 		$1.76M Sell
276,887
-12,456
-4% -$79.2K ﹤0.01% 4198
2018
Q1 		$1.79M Sell
289,343
-36,103
-11% -$223K ﹤0.01% 4106
2017
Q4 		$1.97M Buy
325,446
+30,688
+10% +$186K ﹤0.01% 4045
2017
Q3 		$1.78M Buy
294,758
+45,207
+18% +$274K ﹤0.01% 3990
2017
Q2 		$1.49M Sell
249,551
-20,668
-8% -$123K ﹤0.01% 4058
2017
Q1 		$1.51M Sell
270,219
-446,157
-62% -$2.5M ﹤0.01% 4048
2016
Q4 		$3.87M Sell
716,376
-8,822
-1% -$47.6K ﹤0.01% 3270
2016
Q3 		$4.28M Buy
725,198
+40,418
+6% +$238K ﹤0.01% 2813
2016
Q2 		$3.75M Sell
684,780
-81,135
-11% -$445K ﹤0.01% 2877
2016
Q1 		$4.02M Buy
765,915
+21,101
+3% +$111K ﹤0.01% 2729
2015
Q4 		$3.77M Sell
744,814
-455,477
-38% -$2.3M ﹤0.01% 2937
2015
Q3 		$6.24M Buy
1,200,291
+52,972
+5% +$275K ﹤0.01% 2445
2015
Q2 		$6.37M Sell
1,147,319
-2,655
-0.2% -$14.7K ﹤0.01% 2582
2015
Q1 		$6.41M Sell
1,149,974
-35,837
-3% -$200K ﹤0.01% 2521
2014
Q4 		$6.24M Sell
1,185,811
-137,228
-10% -$722K ﹤0.01% 2514
2014
Q3 		$7.91M Sell
1,323,039
-61,434
-4% -$367K ﹤0.01% 2240
2014
Q2 		$8.34M Sell
1,384,473
-19,248
-1% -$116K ﹤0.01% 2201
2014
Q1 		$8.48M Buy
1,403,721
+1,137,359
+427% +$6.87M ﹤0.01% 2086
2013
Q4 		$1.68M Buy
266,362
+17,856
+7% +$112K ﹤0.01% 3512
2013
Q3 		$1.7M Sell
248,506
-5,481
-2% -$37.4K ﹤0.01% 3370
2013
Q2 		$1.72M Buy
+253,987
New +$1.72M ﹤0.01% 3283

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

Morgan Stanley's ATAXZ Position: Q2 2022 in Review

Morgan Stanley sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 484,330 shares — an estimated $2.93M sold.

Morgan Stanley first reported a position in ATAXZ in Q2 2013 and held it in 36 quarters. The position peaked at $8.48M in Q1 2014. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

  • Morgan Stanley reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
  • Morgan Stanley sold 484,330 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $2.93M.
  • Morgan Stanley first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 36 quarters.
  • Morgan Stanley's AMERICA FIRST TAX EXEMT INV LP position peaked at $8.48M in Q1 2014.
  • 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Morgan Stanley's 13F filing for Q2 2022, filed 15 Aug 2022.