Sanders Morris Harris’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Sanders Morris Harris’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	-39,500	Closed	-$239K	–	323
2022 Q1	$239K	Hold	39,500	–	–	0.05%	249
2021 Q4	$254K	Hold	39,500	–	–	0.04%	253
2021 Q3	$235K	Hold	39,500	–	–	0.04%	266
2021 Q2	$266K	Hold	39,500	–	–	0.05%	254
2021 Q1	$218K	Hold	39,500	–	–	0.05%	262
2020 Q4	$168K	Buy	39,500 +12,500	+46%	+$53.2K	0.04%	257
2020 Q3	$109K	Hold	27,000	–	–	0.03%	256
2020 Q2	$111K	Sell	27,000 -1,000	-4%	-$4.11K	0.05%	124
2020 Q1	$0	Buy	+28,000	New	–	﹤0.01%	304

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

Sanders Morris Harris's ATAXZ Position: Q2 2022 in Review

Sanders Morris Harris sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 39,500 shares — an estimated $239K sold.

Sanders Morris Harris first reported a position in ATAXZ in Q1 2020 and held it in 9 quarters. The position peaked at $266K in Q2 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Sanders Morris Harris reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Sanders Morris Harris sold 39,500 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $239K.
Sanders Morris Harris first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2020 and held it in 9 quarters.
Sanders Morris Harris's AMERICA FIRST TAX EXEMT INV LP position peaked at $266K in Q2 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Sanders Morris Harris's 13F filing for Q2 2022, filed 11 Jul 2022.