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

XML 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	-55,250	Closed	-$334K	–	344
2022 Q1	$334K	Buy	55,250 +2,000	+4%	+$12.1K	0.04%	250
2021 Q4	$342K	Buy	53,250 +6,500	+14%	+$41.7K	0.04%	244
2021 Q3	$279K	Buy	+46,750	New	+$279K	0.04%	253

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

XML Financial's ATAXZ Position: Q2 2022 in Review

XML Financial sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 55,250 shares — an estimated $334K sold.

XML Financial first reported a position in ATAXZ in Q3 2021 and held it in 3 quarters. The position peaked at $342K in Q4 2021. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.

XML Financial reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
XML Financial sold 55,250 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $334K.
XML Financial first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2021 and held it in 3 quarters.
XML Financial's AMERICA FIRST TAX EXEMT INV LP position peaked at $342K in Q4 2021.
3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.

Based on XML Financial's 13F filing for Q2 2022, filed 1 Aug 2022.