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 New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Bluefin Capital Management New York $103M AUM 18.47% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return