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Ashton Thomas Private Wealth’s Greystone Housing Impact Investors LP GHI Stock Holding History

Ashton Thomas Private Wealth’s Portfolio GHI Stock Details GHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,074
Closed -$30.7K – 1095
2024
Q2 		$30.7K Buy
+2,074
New +$31.6K ﹤0.01% 1048

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ashton Thomas Private Wealth's GHI Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Greystone Housing Impact Investors LP (GHI) in Q3 2024, closing a stake of 2,074 shares — an estimated $30.7K sold.

Ashton Thomas Private Wealth first reported a position in GHI in Q2 2024 and held it in 1 quarter. The position peaked at $30.7K in Q2 2024. 55 funds tracked by Wall St. Rank hold GHI as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Greystone Housing Impact Investors LP position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 2,074 Greystone Housing Impact Investors LP shares in Q3 2024, an estimated $30.7K.
  • Ashton Thomas Private Wealth first reported a position in Greystone Housing Impact Investors LP in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Greystone Housing Impact Investors LP position peaked at $30.7K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.