Samalin Investment Counsel’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Samalin Investment Counsel’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	-188,440	Closed	-$1.14M	–	258
2022 Q1	$1.14M	Buy	188,440 +22,493	+14%	+$136K	0.69%	34
2021 Q4	$1.07M	Buy	165,947 +4,776	+3%	+$30.7K	0.64%	36
2021 Q3	$961K	Buy	161,171 +22,809	+16%	+$136K	0.63%	36
2021 Q2	$933K	Sell	138,362 -33,138	-19%	-$223K	0.6%	35
2021 Q1	$948K	Buy	171,500 +105,500	+160%	+$583K	0.64%	34
2020 Q4	$281K	Buy	+66,000	New	+$281K	0.21%	163

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

Samalin Investment Counsel's ATAXZ Position: Q2 2022 in Review

Samalin Investment Counsel sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 188,440 shares — an estimated $1.14M sold.

Samalin Investment Counsel first reported a position in ATAXZ in Q4 2020 and held it in 6 quarters. The position peaked at $1.14M in Q1 2022. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Samalin Investment Counsel reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Samalin Investment Counsel sold 188,440 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $1.14M.
Samalin Investment Counsel first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 6 quarters.
Samalin Investment Counsel's AMERICA FIRST TAX EXEMT INV LP position peaked at $1.14M in Q1 2022.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Samalin Investment Counsel's 13F filing for Q2 2022, filed 15 Aug 2022.