Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Greystone Housing Impact Investors LP GHI Stock Holding History

Carson Wealth (CWM 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
2023
Q2 		– Sell
-18,952
Closed -$322K – 4284
2023
Q1 		$322K Buy
18,952
+195
+1% +$3.46K ﹤0.01% 1031
2022
Q4 		$321K Sell
18,757
-93
-0.5% -$1.66K ﹤0.01% 931
2022
Q3 		$317K Buy
18,850
+14,203
+306% +$260K ﹤0.01% 895
2022
Q2 		$82K Buy
+4,647
New +$80.1K ﹤0.01% 1393

Other funds holding GHI

FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 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

Carson Wealth (CWM LLC)'s GHI Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2023, closing a stake of 18,952 shares — an estimated $322K sold.

Carson Wealth (CWM LLC) first reported a position in GHI in Q2 2022 and held it in 4 quarters. The position peaked at $322K in Q1 2023. 46 funds tracked by Wall St. Rank hold GHI as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Greystone Housing Impact Investors LP position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 18,952 Greystone Housing Impact Investors LP shares in Q2 2023, an estimated $322K.
  • Carson Wealth (CWM LLC) first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Greystone Housing Impact Investors LP position peaked at $322K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.