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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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1 hedge funds and large institutions have $288K invested in AMERICA FIRST TAX EXEMT INV LP in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% less capital invested

Capital invested by funds: $590K → $288K (-$302K)

75% less funds holding

Funds holding: 4 → 1 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
1
Holders Change
-3
Holders Change %
-75%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$182K
2
ASN
Advisory Services Network
Georgia
-$59.1K
3
AWM
AllSquare Wealth Management
New York
-$47.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1
SOA Wealth Advisors
New York
$288K – – –
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
– -$182K -10,516 Closed
ASN
3
Advisory Services Network
Georgia
– -$59.1K -3,416 Closed
AWM
4
AllSquare Wealth Management
New York
– -$47.1K -2,722 Closed

ATAXZ Hedge Fund Activity: Q2 2023 in Review

1 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2023, worth a combined $288K — down 51% from $590K a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ATAXZ and 0 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $182K sold.

  • 1 institutional investor held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2023, down from 4 in Q1 2023.
  • Funds reported $288K of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2023, down 51% quarter-over-quarter.
  • 0 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2023 and 3 closed out, a net change of -3 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2023 was CAPTRUST Financial Advisors, an estimated $182K sold.

Based on aggregated 13F filings for Q2 2023.