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

Prevail Innovative 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
2023
Q4 		– Sell
-21,112
Closed -$323K – 146
2023
Q3 		$323K Buy
+21,112
New +$335K 0.17% 102

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prevail Innovative Wealth Advisors's GHI Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2023, closing a stake of 21,112 shares — an estimated $323K sold.

Prevail Innovative Wealth Advisors first reported a position in GHI in Q3 2023 and held it in 1 quarter. The position peaked at $323K in Q3 2023. 57 funds tracked by Wall St. Rank hold GHI as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Greystone Housing Impact Investors LP position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 21,112 Greystone Housing Impact Investors LP shares in Q4 2023, an estimated $323K.
  • Prevail Innovative Wealth Advisors first reported a position in Greystone Housing Impact Investors LP in Q3 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Greystone Housing Impact Investors LP position peaked at $323K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.