NFSG
ATAXZ

Newbridge Financial Services Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Newbridge Financial Services Group’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
-13,032
Closed -$79K – 1590
2022
Q1 		$79K Buy
13,032
+422
+3% +$2.56K 0.04% 359
2021
Q4 		$81K Sell
12,610
-614
-5% -$3.94K 0.04% 354
2021
Q3 		$79K Buy
13,224
+119
+0.9% +$711 0.05% 304
2021
Q2 		$88K Sell
13,105
-614
-4% -$4.12K 0.05% 312
2021
Q1 		$76K Sell
13,719
-3,958
-22% -$21.9K 0.06% 306
2020
Q4 		$75K Sell
17,677
-1,062
-6% -$4.51K 0.06% 257
2020
Q3 		$76K Buy
+18,739
New +$76K 0.07% 234

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Newbridge Financial Services Group's ATAXZ Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 13,032 shares — an estimated $79K sold.

Newbridge Financial Services Group first reported a position in ATAXZ in Q3 2020 and held it in 7 quarters. The position peaked at $88K in Q2 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 13,032 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $79K.
  • Newbridge Financial Services Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2020 and held it in 7 quarters.
  • Newbridge Financial Services Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $88K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.