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Tradition Wealth Management’s Greystone Housing Impact Investors LP GHI Stock Holding History

Tradition Wealth Management’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
Q4 		– Sell
-20,743
Closed -$291K – 433
2024
Q3 		$291K Buy
20,743
+484
+2% +$6.83K 0.03% 326
2024
Q2 		$300K Buy
20,259
+2,494
+14% +$38K 0.03% 313
2024
Q1 		$289K Sell
17,765
-3,429
-16% -$56.9K 0.03% 306
2023
Q4 		$354K Buy
21,194
+749
+4% +$12.1K 0.04% 249
2023
Q3 		$313K Buy
20,445
+460
+2% +$7.3K 0.04% 247
2023
Q2 		$325K Buy
19,985
+321
+2% +$5.15K 0.04% 239
2023
Q1 		$334K Buy
19,664
+564
+3% +$9.99K 0.04% 228
2022
Q4 		$327K Buy
19,100
+356
+2% +$6.36K 0.05% 210
2022
Q3 		$315K Buy
18,744
+153
+0.8% +$2.8K 0.05% 200
2022
Q2 		$328K Buy
+18,591
New +$320K 0.05% 201

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tradition Wealth Management's GHI Position: Q4 2024 in Review

Tradition Wealth Management sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2024, closing a stake of 20,743 shares — an estimated $291K sold.

Tradition Wealth Management first reported a position in GHI in Q2 2022 and held it in 10 quarters. The position peaked at $354K in Q4 2023. 57 funds tracked by Wall St. Rank hold GHI as of Q4 2024.

  • Tradition Wealth Management reported no remaining Greystone Housing Impact Investors LP position as of Q4 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 20,743 Greystone Housing Impact Investors LP shares in Q4 2024, an estimated $291K.
  • Tradition Wealth Management first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 10 quarters.
  • Tradition Wealth Management's Greystone Housing Impact Investors LP position peaked at $354K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.