Baldwin Wealth Partners’s Greystone Housing Impact Investors LP GHI Stock Holding History

Baldwin Wealth 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	-4,324	Closed	-$60.7K	–	548
2024 Q3	$60.7K	Hold	4,324	–	–	﹤0.01%	510
2024 Q2	$64K	Buy	4,324 +17	+0.4%	+$259	0.01%	313
2024 Q1	$70.2K	Sell	4,307 -1	-0%	-$17	0.01%	314
2023 Q4	$72K	Sell	4,308 -1	-0%	-$16	0.01%	327
2023 Q3	$66K	Buy	4,309 +2	+0%	+$32	0.01%	354
2023 Q2	$70.1K	Sell	4,307 -20	-0.5%	-$321	0.01%	370
2023 Q1	$73.6K	Buy	4,327 +45	+1%	+$797	0.01%	362
2022 Q4	$73.3K	Sell	4,282 -1	-0%	-$18	0.01%	352
2022 Q3	$72K	Sell	4,283 -44	-1%	-$806	0.01%	276
2022 Q2	$76K	Buy	+4,327	New	+$74.6K	0.01%	285

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

Baldwin Wealth Partners's GHI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2024, closing a stake of 4,324 shares — an estimated $60.7K sold.

Baldwin Wealth Partners first reported a position in GHI in Q2 2022 and held it in 10 quarters. The position peaked at $76K in Q2 2022. 57 funds tracked by Wall St. Rank hold GHI as of Q4 2024.

Baldwin Wealth Partners reported no remaining Greystone Housing Impact Investors LP position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 4,324 Greystone Housing Impact Investors LP shares in Q4 2024, an estimated $60.7K.
Baldwin Wealth Partners first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 10 quarters.
Baldwin Wealth Partners's Greystone Housing Impact Investors LP position peaked at $76K in Q2 2022.
57 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.