Steward Partners Investment Advisory’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Steward Partners Investment Advisory’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	-5,000	Closed	-$30K	–	3488
2022 Q1	$30K	Hold	5,000	–	–	﹤0.01%	2185
2021 Q4	$32K	Hold	5,000	–	–	﹤0.01%	2112
2021 Q3	$30K	Hold	5,000	–	–	﹤0.01%	2146
2021 Q2	$34K	Sell	5,000 -8,576	-63%	-$58.3K	﹤0.01%	4005
2021 Q1	$75.1K	Buy	13,576 +8,576	+172%	+$47.4K	﹤0.01%	1776
2020 Q4	$21K	Hold	5,000	–	–	﹤0.01%	2053
2020 Q3	$20K	Hold	5,000	–	–	﹤0.01%	1904
2020 Q2	$21K	Hold	5,000	–	–	﹤0.01%	1766
2020 Q1	$26K	Hold	5,000	–	–	﹤0.01%	1518
2019 Q4	$38K	Hold	5,000	–	–	﹤0.01%	1524
2019 Q3	$40K	Hold	5,000	–	–	﹤0.01%	1451
2019 Q2	$35K	Buy	+5,000	New	+$35K	﹤0.01%	1476
2018 Q4	–	Sell	-3,000	Closed	-$17K	–	2628
2018 Q3	$17K	Hold	3,000	–	–	﹤0.01%	1643
2018 Q2	$19K	Buy	+3,000	New	+$19K	﹤0.01%	1501

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

Steward Partners Investment Advisory's ATAXZ Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 5,000 shares — an estimated $30K sold.

Steward Partners Investment Advisory first reported a position in ATAXZ in Q2 2018 and held it in 14 quarters. The position peaked at $75.1K in Q1 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Steward Partners Investment Advisory reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,000 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $30K.
Steward Partners Investment Advisory first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2018 and held it in 14 quarters.
Steward Partners Investment Advisory's AMERICA FIRST TAX EXEMT INV LP position peaked at $75.1K in Q1 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.