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

&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	-25,620	Closed	-$155K	–	220
2022 Q1	$155K	Hold	25,620	–	–	0.09%	189
2021 Q4	$165K	Sell	25,620 -150	-0.6%	-$966	0.1%	175
2021 Q3	$154K	Sell	25,770 -350	-1%	-$2.09K	0.1%	176
2021 Q2	$163K	Buy	26,120 +1,750	+7%	+$10.9K	0.11%	177
2021 Q1	$144K	Buy	+24,370	New	+$144K	0.1%	156
2020 Q4	–	Sell	-11,540	Closed	-$47K	–	152
2020 Q3	$47K	Hold	11,540	–	–	0.05%	131
2020 Q2	$48K	Hold	11,540	–	–	0.06%	127
2020 Q1	$60K	Hold	11,540	–	–	0.09%	134
2019 Q4	$89K	Hold	11,540	–	–	0.11%	149
2019 Q3	$94K	Hold	11,540	–	–	0.12%	144
2019 Q2	$82K	Buy	+11,540	New	+$82K	0.11%	139

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

&Partners's ATAXZ Position: Q2 2022 in Review

&Partners sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 25,620 shares — an estimated $155K sold.

&Partners first reported a position in ATAXZ in Q2 2019 and held it in 11 quarters. The position peaked at $165K in Q4 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

&Partners reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
&Partners sold 25,620 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $155K.
&Partners first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2019 and held it in 11 quarters.
&Partners's AMERICA FIRST TAX EXEMT INV LP position peaked at $165K in Q4 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on &Partners's 13F filing for Q2 2022, filed 6 Jul 2022.