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Bogart Wealth LLC’s Greystone Housing Impact Investors LP GHI Stock Holding History

Bogart Wealth LLC’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
Q2 		– Sell
-204
Closed -$3.33K – 1138
2024
Q1 		$3.33K Buy
204
+3
+1% +$50 ﹤0.01% 839
2023
Q4 		$3.36K Buy
+201
New +$3.25K ﹤0.01% 822

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bogart Wealth LLC's GHI Position: Q2 2024 in Review

Bogart Wealth LLC sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2024, closing a stake of 204 shares — an estimated $3.33K sold.

Bogart Wealth LLC first reported a position in GHI in Q4 2023 and held it in 2 quarters. The position peaked at $3.36K in Q4 2023. 59 funds tracked by Wall St. Rank hold GHI as of Q2 2024.

  • Bogart Wealth LLC reported no remaining Greystone Housing Impact Investors LP position as of Q2 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 204 Greystone Housing Impact Investors LP shares in Q2 2024, an estimated $3.33K.
  • Bogart Wealth LLC first reported a position in Greystone Housing Impact Investors LP in Q4 2023 and held it in 2 quarters.
  • Bogart Wealth LLC's Greystone Housing Impact Investors LP position peaked at $3.36K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2024.

Based on Bogart Wealth LLC's 13F filing for Q2 2024, filed 31 Jul 2024.