Raymond James Financial Services Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History

Raymond James Financial Services 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 Q3	$2.39M	Sell	170,099 -4,586	-3%	-$64.7K	﹤0.01%	1645
2024 Q2	$2.59M	Sell	174,685 -74	-0%	-$1.13K	﹤0.01%	1527
2024 Q1	$2.85M	Sell	174,759 -1,645	-0.9%	-$27.3K	﹤0.01%	1454
2023 Q4	$2.95M	Buy	176,404 +2,685	+2%	+$43.4K	﹤0.01%	1361
2023 Q3	$2.66M	Buy	173,719 +1,588	+0.9%	+$25.2K	﹤0.01%	1341
2023 Q2	$2.8M	Sell	172,131 -1,065	-0.6%	-$17.1K	﹤0.01%	1336
2023 Q1	$2.94M	Buy	173,196 +7,536	+5%	+$134K	0.01%	1273
2022 Q4	$2.83M	Buy	165,660 +13,816	+9%	+$247K	0.01%	1250
2022 Q3	$2.55M	Buy	151,844 +2,209	+1%	+$40.5K	0.01%	1293
2022 Q2	$2.64M	Buy	+149,635	New	+$2.58M	0.01%	1295

Other funds holding GHI

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

Equitable Holdings New York $15.5B AUM 19.09% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial Services Advisors's GHI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Greystone Housing Impact Investors LP (GHI) stake by 2.6% in Q3 2024, selling an estimated $64.7K and leaving 170,099 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Raymond James Financial Services Advisors first reported a position in GHI in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.95M in Q4 2023. 55 funds tracked by Wall St. Rank hold GHI as of Q3 2024.

Raymond James Financial Services Advisors held 170,099 shares of Greystone Housing Impact Investors LP worth $2.39M as of Q3 2024.
Raymond James Financial Services Advisors sold 4,586 Greystone Housing Impact Investors LP shares in Q3 2024, an estimated $64.7K.
Greystone Housing Impact Investors LP made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1645 holding.
Raymond James Financial Services Advisors first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 10 quarters since.
Raymond James Financial Services Advisors's Greystone Housing Impact Investors LP position peaked at $2.95M in Q4 2023.
55 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.