Aveo Capital Partners’s Greystone Housing Impact Investors LP GHI Stock Holding History

Aveo Capital Partners’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 Q4	–	Sell	-31,874	Closed	-$447K	–	350
2024 Q3	$447K	Sell	31,874 -2,120	-6%	-$29.9K	0.05%	215
2024 Q2	$503K	Hold	33,994	–	–	0.06%	189
2024 Q1	$530K	Buy	33,994 +12,579	+59%	+$209K	0.06%	212
2023 Q4	$358K	Sell	21,415 -1	-0%	-$16	0.04%	242
2023 Q3	$328K	Sell	21,416 -92	-0.4%	-$1.46K	0.04%	254
2023 Q2	$350K	Sell	21,508 -21,202	-50%	-$340K	0.04%	257
2023 Q1	$726K	Sell	42,710 -1,103	-3%	-$19.5K	0.1%	146
2022 Q4	$750K	Sell	43,813 -2,474	-5%	-$44.2K	0.11%	141
2022 Q3	$778K	Sell	46,287 -5,159	-10%	-$94.5K	0.13%	117
2022 Q2	$907K	Buy	+51,446	New	+$887K	0.15%	124

Other funds holding GHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Aveo Capital Partners's GHI Position: Q4 2024 in Review

Aveo Capital Partners sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2024, closing a stake of 31,874 shares — an estimated $447K sold.

Aveo Capital Partners first reported a position in GHI in Q2 2022 and held it in 10 quarters. The position peaked at $907K in Q2 2022. 57 funds tracked by Wall St. Rank hold GHI as of Q4 2024.

Aveo Capital Partners reported no remaining Greystone Housing Impact Investors LP position as of Q4 2024 after selling out during the quarter.
Aveo Capital Partners sold 31,874 Greystone Housing Impact Investors LP shares in Q4 2024, an estimated $447K.
Aveo Capital Partners first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 10 quarters.
Aveo Capital Partners's Greystone Housing Impact Investors LP position peaked at $907K in Q2 2022.
57 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.