RCWM
ATAXZ

Royal Capital Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Royal Capital Wealth Management’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
-65,799
Closed -$398K – 103
2022
Q1 		$398K Buy
65,799
+154
+0.2% +$932 0.39% 63
2021
Q4 		$422K Buy
+65,645
New +$422K 0.41% 63

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

Royal Capital Wealth Management's ATAXZ Position: Q2 2022 in Review

Royal Capital Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 65,799 shares — an estimated $398K sold.

Royal Capital Wealth Management first reported a position in ATAXZ in Q4 2021 and held it in 2 quarters. The position peaked at $422K in Q4 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

  • Royal Capital Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
  • Royal Capital Wealth Management sold 65,799 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $398K.
  • Royal Capital Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2021 and held it in 2 quarters.
  • Royal Capital Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $422K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Royal Capital Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.