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

Octavia 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
2024
Q2 		– Sell
-30,876
Closed -$514K – 218
2024
Q1 		$514K Sell
30,876
-10,002
-24% -$166K 0.08% 113
2023
Q4 		$701K Buy
+40,878
New +$661K 0.12% 91

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $16.7B AUM 24.23% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 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 $539M AUM 13.1% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Octavia Wealth Advisors's GHI Position: Q2 2024 in Review

Octavia Wealth Advisors sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2024, closing a stake of 30,876 shares — an estimated $514K sold.

Octavia Wealth Advisors first reported a position in GHI in Q4 2023 and held it in 2 quarters. The position peaked at $701K in Q4 2023. 59 funds tracked by Wall St. Rank hold GHI as of Q2 2024.

  • Octavia Wealth Advisors reported no remaining Greystone Housing Impact Investors LP position as of Q2 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 30,876 Greystone Housing Impact Investors LP shares in Q2 2024, an estimated $514K.
  • Octavia Wealth Advisors first reported a position in Greystone Housing Impact Investors LP in Q4 2023 and held it in 2 quarters.
  • Octavia Wealth Advisors's Greystone Housing Impact Investors LP position peaked at $701K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2024.

Based on Octavia Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.