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Atlas Private Wealth Advisors’s The Greenbrier Companies GBX Stock Holding History

Atlas Private Wealth Advisors’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
-41,458
Closed -$1.66M – 172
2023
Q3 		$1.66M Buy
41,458
+1,380
+3% +$59.2K 0.31% 55
2023
Q2 		$1.73M Buy
40,078
+20,039
+100% +$592K 0.35% 54
2023
Q1 		$645K Buy
20,039
+3,598
+22% +$109K 0.3% 65
2022
Q4 		$551K Sell
16,441
-105
-0.6% -$3.5K 0.29% 73
2022
Q3 		$402K Sell
16,546
-73
-0.4% -$2.2K 0.24% 84
2022
Q2 		$598K Buy
16,619
+1,180
+8% +$49.3K 0.36% 71
2022
Q1 		$795K Hold
15,439
– – 0.35% 61
2021
Q4 		$708K Hold
15,439
– – 0.33% 69
2021
Q3 		$664K Buy
15,439
+15,341
+15,654% +$661K 0.35% 63
2021
Q2 		$4K Sell
98
-345
-78% -$15.9K ﹤0.01% 596
2021
Q1 		$21K Sell
443
-11,042
-96% -$472K 0.01% 366
2020
Q4 		$418K Sell
11,485
-568
-5% -$18.8K 0.28% 77
2020
Q3 		$354K Sell
12,053
-304
-2% -$8.2K 0.3% 72
2020
Q2 		$281K Buy
+12,357
New +$240K 0.25% 85

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

Atlas Private Wealth Advisors's GBX Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of The Greenbrier Companies (GBX) in Q4 2023, closing a stake of 41,458 shares — an estimated $1.66M sold.

Atlas Private Wealth Advisors first reported a position in GBX in Q2 2020 and held it in 14 quarters. The position peaked at $1.73M in Q2 2023. 209 funds tracked by Wall St. Rank hold GBX as of Q4 2023.

  • Atlas Private Wealth Advisors reported no remaining The Greenbrier Companies position as of Q4 2023 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 41,458 The Greenbrier Companies shares in Q4 2023, an estimated $1.66M.
  • Atlas Private Wealth Advisors first reported a position in The Greenbrier Companies in Q2 2020 and held it in 14 quarters.
  • Atlas Private Wealth Advisors's The Greenbrier Companies position peaked at $1.73M in Q2 2023.
  • 209 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.