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BlueSky Wealth Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History

BlueSky Wealth Advisors’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
2023
Q3 		– Sell
-16,886
Closed -$275K – 70
2023
Q2 		$275K Buy
+16,886
New +$271K 0.06% 63

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlueSky Wealth Advisors's GHI Position: Q3 2023 in Review

BlueSky Wealth Advisors sold out of Greystone Housing Impact Investors LP (GHI) in Q3 2023, closing a stake of 16,886 shares — an estimated $275K sold.

BlueSky Wealth Advisors first reported a position in GHI in Q2 2023 and held it in 1 quarter. The position peaked at $275K in Q2 2023. 50 funds tracked by Wall St. Rank hold GHI as of Q3 2023.

  • BlueSky Wealth Advisors reported no remaining Greystone Housing Impact Investors LP position as of Q3 2023 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 16,886 Greystone Housing Impact Investors LP shares in Q3 2023, an estimated $275K.
  • BlueSky Wealth Advisors first reported a position in Greystone Housing Impact Investors LP in Q2 2023 and held it in 1 quarter.
  • BlueSky Wealth Advisors's Greystone Housing Impact Investors LP position peaked at $275K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2023.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.