Tradition Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Tradition Wealth Management’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	-53,704	Closed	-$325K	–	1174
2022 Q1	$325K	Buy	53,704 +4,393	+9%	+$26.6K	0.04%	238
2021 Q4	$317K	Sell	49,311 -5,547	-10%	-$35.7K	0.04%	238
2021 Q3	$327K	Buy	54,858 +859	+2%	+$5.12K	0.05%	215
2021 Q2	$364K	Sell	53,999 -1,302	-2%	-$8.78K	0.05%	214
2021 Q1	$306K	Buy	55,301 +2,658	+5%	+$14.7K	0.05%	209
2020 Q4	$224K	Buy	+52,643	New	+$224K	0.04%	221

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

Tradition Wealth Management's ATAXZ Position: Q2 2022 in Review

Tradition Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 53,704 shares — an estimated $325K sold.

Tradition Wealth Management first reported a position in ATAXZ in Q4 2020 and held it in 6 quarters. The position peaked at $364K in Q2 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Tradition Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 53,704 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $325K.
Tradition Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $364K in Q2 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.