AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
3 hedge funds and large institutions have $523K invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.
29% more capital invested
Capital invested by funds: $407K → $523K (+$116K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
1
SOA Wealth Advisors
New York
| $302K | – | – | – |
|
|
2
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $175K | +$175K | +10,129 | New |
|
|
AWM
3
AllSquare Wealth Management
Albany,
New York
| $46K | – | – | – |
|
|
CA
4
CoreCap Advisors
Southfield,
Michigan
| – | -$38K | -2,100 | Closed |
|
ATAXZ Hedge Fund Activity: Q3 2022 in Review
3 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q3 2022, worth a combined $523K — up 29% from $407K a quarter earlier.
Fund positioning in ATAXZ was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $175K. The largest seller was CoreCap Advisors, exiting entirely with an estimated $38K sold.
- 3 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $523K of AMERICA FIRST TAX EXEMT INV LP stock for Q3 2022, up 29% quarter-over-quarter.
- 1 fund opened new AMERICA FIRST TAX EXEMT INV LP positions in Q3 2022 and 1 closed out, a net change of 0 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q3 2022 was CAPTRUST Financial Advisors, an estimated $175K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q3 2022 was CoreCap Advisors, an estimated $38K sold.
Based on aggregated 13F filings for Q3 2022.