RFP Financial Group’s Greystone Housing Impact Investors LP GHI Stock Holding History

RFP Financial Group’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	–	Sell	-275	Closed	-$4.07K	–	375
2024 Q2	$4.07K	Buy	275 +1	+0.4%	+$15	﹤0.01%	605
2024 Q1	$4.46K	Hold	274	–	–	﹤0.01%	551
2023 Q4	$4.58K	Hold	274	–	–	﹤0.01%	566
2023 Q3	$4.2K	Hold	274	–	–	﹤0.01%	538
2023 Q2	$4.47K	Sell	274 -2	-0.7%	-$32	﹤0.01%	568
2023 Q1	$4.69K	Buy	276 +2	+0.7%	+$35	0.01%	403
2022 Q4	$4.68K	Buy	+274	New	+$4.9K	﹤0.01%	534

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

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

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 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 18.47% 1-Year Est. Return

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

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

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

RFP Financial Group's GHI Position: Q3 2024 in Review

RFP Financial Group sold out of Greystone Housing Impact Investors LP (GHI) in Q3 2024, closing a stake of 275 shares — an estimated $4.07K sold.

RFP Financial Group first reported a position in GHI in Q4 2022 and held it in 7 quarters. The position peaked at $4.69K in Q1 2023. 55 funds tracked by Wall St. Rank hold GHI as of Q3 2024.

RFP Financial Group reported no remaining Greystone Housing Impact Investors LP position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 275 Greystone Housing Impact Investors LP shares in Q3 2024, an estimated $4.07K.
RFP Financial Group first reported a position in Greystone Housing Impact Investors LP in Q4 2022 and held it in 7 quarters.
RFP Financial Group's Greystone Housing Impact Investors LP position peaked at $4.69K in Q1 2023.
55 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.