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

Lumature 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
2023
Q2 		$8.4K Sell
516
-3
-0.6% -$48 0.01% 319
2023
Q1 		$8.82K Buy
519
+5
+1% +$89 ﹤0.01% 312
2022
Q4 		$8.79K Hold
514
– – ﹤0.01% 311
2022
Q3 		$9K Sell
514
-5
-1% -$92 ﹤0.01% 319
2022
Q2 		$9K Buy
+519
New +$8.95K ﹤0.01% 321

Other funds holding GHI

FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 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 $539M AUM 13.1% 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 18.42% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lumature Wealth Partners's GHI Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Greystone Housing Impact Investors LP (GHI) stake by 0.58% in Q2 2023, selling an estimated $48 and leaving 516 shares worth $8.4K. The position accounts for 0.01% of the portfolio, ranked #319.

Lumature Wealth Partners first reported a position in GHI in Q2 2022 and has held it in 5 quarters since. The position peaked at $9K in Q3 2022. 46 funds tracked by Wall St. Rank hold GHI as of Q2 2023.

  • Lumature Wealth Partners held 516 shares of Greystone Housing Impact Investors LP worth $8.4K as of Q2 2023.
  • Lumature Wealth Partners sold 3 Greystone Housing Impact Investors LP shares in Q2 2023, an estimated $48.
  • Greystone Housing Impact Investors LP made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #319 holding.
  • Lumature Wealth Partners first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 5 quarters since.
  • Lumature Wealth Partners's Greystone Housing Impact Investors LP position peaked at $9K in Q3 2022.
  • 46 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.