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

Wealth Effects’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	-11,500	Closed	-$70K	–	217
2022 Q1	$70K	Hold	11,500	–	–	0.03%	197
2021 Q4	$74K	Buy	+11,500	New	+$74K	0.03%	210

Other funds holding ATAXZ

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 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

Wealth Effects's ATAXZ Position: Q2 2022 in Review

Wealth Effects sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 11,500 shares — an estimated $70K sold.

Wealth Effects first reported a position in ATAXZ in Q4 2021 and held it in 2 quarters. The position peaked at $74K in Q4 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

Wealth Effects reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
Wealth Effects sold 11,500 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $70K.
Wealth Effects first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2021 and held it in 2 quarters.
Wealth Effects's AMERICA FIRST TAX EXEMT INV LP position peaked at $74K in Q4 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on Wealth Effects's 13F filing for Q2 2022, filed 3 Aug 2022.