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AE Wealth Management’s The Greenbrier Companies GBX Stock Holding History

AE Wealth Management’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,023
Closed -$521K – 2100
2023
Q3 		$521K Buy
+13,023
New +$559K ﹤0.01% 1352

Other funds holding GBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's GBX Position: Q4 2023 in Review

AE Wealth Management sold out of The Greenbrier Companies (GBX) in Q4 2023, closing a stake of 13,023 shares — an estimated $521K sold.

AE Wealth Management first reported a position in GBX in Q3 2023 and held it in 1 quarter. The position peaked at $521K in Q3 2023. 209 funds tracked by Wall St. Rank hold GBX as of Q4 2023.

  • AE Wealth Management reported no remaining The Greenbrier Companies position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 13,023 The Greenbrier Companies shares in Q4 2023, an estimated $521K.
  • AE Wealth Management first reported a position in The Greenbrier Companies in Q3 2023 and held it in 1 quarter.
  • AE Wealth Management's The Greenbrier Companies position peaked at $521K in Q3 2023.
  • 209 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.