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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

ATAXZ was delisted on the 30th of June, 2008.

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4 hedge funds and large institutions have $590K invested in AMERICA FIRST TAX EXEMT INV LP in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $433K → $590K (+$156K)

0% more funds holding

Funds holding: 4 → 4 (0)

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$182K
2
SWA
SOA Wealth Advisors
New York
+$3.04K
3
ASN
Advisory Services Network
Georgia
+$743
4
AWM
AllSquare Wealth Management
New York
+$484

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1
SOA Wealth Advisors
New York
$302K +$3.04K +176 +1%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$182K +$182K +10,516 New
ASN
3
Advisory Services Network
Georgia
$59.1K +$743 +43 +1%
AWM
4
AllSquare Wealth Management
New York
$47.1K +$484 +28 +1%

ATAXZ Hedge Fund Activity: Q1 2023 in Review

4 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2023, worth a combined $590K — up 36% from $433K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new ATAXZ positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $182K.

  • 4 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $590K of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2023, up 36% quarter-over-quarter.
  • 1 fund opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2023 and 0 closed out, a net change of +1 holder.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $182K added.

Based on aggregated 13F filings for Q1 2023.