Truist Financial’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Truist Financial’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	-12,400	Closed	-$75K	–	2830
2022 Q1	$75K	Sell	12,400 -25,500	-67%	-$154K	﹤0.01%	2623
2021 Q4	$243K	Buy	37,900 +10,900	+40%	+$69.9K	﹤0.01%	2492
2021 Q3	$161K	Hold	27,000	–	–	﹤0.01%	2607
2021 Q2	$182K	Sell	27,000 -75,456	-74%	-$509K	﹤0.01%	2604
2021 Q1	$567K	Sell	102,456 -11,500	-10%	-$63.6K	﹤0.01%	1900
2020 Q4	$485K	Buy	113,956 +33,500	+42%	+$143K	﹤0.01%	1860
2020 Q3	$326K	Buy	80,456 +8,107	+11%	+$32.8K	﹤0.01%	1967
2020 Q2	$298K	Buy	72,349 +57,349	+382%	+$236K	﹤0.01%	1948
2020 Q1	$79K	Sell	15,000 -11,000	-42%	-$57.9K	﹤0.01%	2274
2019 Q4	$201K	Buy	+26,000	New	+$201K	﹤0.01%	2352

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

Truist Financial's ATAXZ Position: Q2 2022 in Review

Truist Financial sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 12,400 shares — an estimated $75K sold.

Truist Financial first reported a position in ATAXZ in Q4 2019 and held it in 10 quarters. The position peaked at $567K in Q1 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Truist Financial reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 12,400 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $75K.
Truist Financial first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2019 and held it in 10 quarters.
Truist Financial's AMERICA FIRST TAX EXEMT INV LP position peaked at $567K in Q1 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.