AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
4 hedge funds and large institutions have $433K invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
17% less capital invested
Capital invested by funds: $523K → $433K (-$89.5K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$58.7K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$27.2K |
| 3 |
AWM
AllSquare Wealth Management
Albany,
New York
|
+$470 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$175K |
| 2 |
SWA
SOA Wealth Advisors
New York
|
-$4.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
1
SOA Wealth Advisors
New York
| $301K | -$4.32K | -248 | -1% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $58.7K | +$58.7K | +3,373 | New |
|
|
AWM
3
AllSquare Wealth Management
Albany,
New York
| $46.9K | +$470 | +27 | +1% |
|
|
CA
4
CoreCap Advisors
Southfield,
Michigan
| $27.2K | +$27.2K | +1,565 | New |
|
|
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$175K | -10,129 | Closed |
|
ATAXZ Hedge Fund Activity: Q4 2022 in Review
4 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2022, worth a combined $433K — down 17% from $523K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ATAXZ positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $58.7K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $175K sold.
- 4 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $433K of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2022, down 17% quarter-over-quarter.
- 2 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2022 was Advisory Services Network, an estimated $58.7K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2022 was CAPTRUST Financial Advisors, an estimated $175K sold.
Based on aggregated 13F filings for Q4 2022.