Fidelity Investments
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Fidelity Investments’s Greystone Housing Impact Investors LP GHI Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-1
Closed -$17 – 5510
2023
Q4 		$17 Buy
+1
New +$16 ﹤0.01% 5242
2023
Q3 		– Sell
-1
Closed -$16 – 5383
2023
Q2 		$16 Buy
+1
New +$16 ﹤0.01% 5217

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments's GHI Position: Q1 2024 in Review

Fidelity Investments sold out of Greystone Housing Impact Investors LP (GHI) in Q1 2024, closing a stake of 1 share — an estimated $17 sold.

Fidelity Investments first reported a position in GHI in Q2 2023 and held it in 2 quarters. The position peaked at $17 in Q4 2023. 58 funds tracked by Wall St. Rank hold GHI as of Q1 2024.

  • Fidelity Investments reported no remaining Greystone Housing Impact Investors LP position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Greystone Housing Impact Investors LP share in Q1 2024, an estimated $17.
  • Fidelity Investments first reported a position in Greystone Housing Impact Investors LP in Q2 2023 and held it in 2 quarters.
  • Fidelity Investments's Greystone Housing Impact Investors LP position peaked at $17 in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.