Simplex Trading’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Simplex Trading’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	-700	Closed	-$4K	–	11796
2022 Q1	$4K	Sell	700 -1,900	-73%	-$10.9K	﹤0.01%	9646
2021 Q4	$16K	Buy	+2,600	New	+$16K	﹤0.01%	8652
2021 Q1	–	Sell	-7	Closed	-$2K	–	10694
2020 Q4	$2K	Hold	7	–	–	﹤0.01%	8070
2020 Q3	$2K	Buy	+7	New	+$2K	﹤0.01%	7501
2018 Q4	–	Sell	-89	Closed	-$50K	–	8560
2018 Q3	$50K	Buy	+89	New	+$50K	﹤0.01%	5178
2017 Q1	–	Sell	-10	Closed	-$2K	–	7463
2016 Q4	$2K	Sell	10 -750	-99%	-$150K	﹤0.01%	5273
2016 Q3	$1K	Sell	760 -10	-1%	-$13	﹤0.01%	5684
2016 Q2	$13K	Buy	+770	New	+$13K	﹤0.01%	3389

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

Simplex Trading's ATAXZ Position: Q2 2022 in Review

Simplex Trading sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 650 shares — an estimated $3K sold.

Simplex Trading first reported a position in ATAXZ in Q4 2015 and held it in 12 quarters. The position peaked at $127K in Q2 2016. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Simplex Trading reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Simplex Trading sold 650 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $3K.
Simplex Trading first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2015 and held it in 12 quarters.
Simplex Trading's AMERICA FIRST TAX EXEMT INV LP position peaked at $127K in Q2 2016.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Simplex Trading's 13F filing for Q2 2022, filed 3 Aug 2022.