SOA Wealth Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

SOA Wealth Advisors’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
2023 Q3	–	Sell	-17,458	Closed	-$288K	–	968
2023 Q2	$288K	Hold	17,458	–	–	0.07%	134
2023 Q1	$302K	Buy	17,458 +176	+1%	+$3.04K	0.07%	124
2022 Q4	$301K	Sell	17,282 -248	-1%	-$4.32K	0.08%	117
2022 Q3	$302K	Hold	17,530	–	–	0.09%	111
2022 Q2	$320K	Sell	17,530 -34,285	-66%	-$626K	0.09%	111
2022 Q1	$313K	Hold	51,815	–	–	0.08%	131
2021 Q4	$338K	Sell	51,815 -14,538	-22%	-$94.8K	0.08%	122
2021 Q3	$395K	Sell	66,353 -14,747	-18%	-$87.8K	0.1%	115
2021 Q2	$546K	Hold	81,100	–	–	0.14%	91
2021 Q1	$448K	Hold	81,100	–	–	0.13%	100
2020 Q4	$369K	Buy	+81,100	New	+$369K	0.1%	107

SOA Wealth Advisors's ATAXZ Position: Q3 2023 in Review

SOA Wealth Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2023, closing a stake of 17,458 shares — an estimated $288K sold.

SOA Wealth Advisors first reported a position in ATAXZ in Q4 2020 and held it in 11 quarters. The position peaked at $546K in Q2 2021. 0 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2023.

SOA Wealth Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2023 after selling out during the quarter.
SOA Wealth Advisors sold 17,458 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2023, an estimated $288K.
SOA Wealth Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 11 quarters.
SOA Wealth Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $546K in Q2 2021.
0 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.