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

Avior 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
2025
Q1 		– Sell
-77
Closed -$4.7K – 1351
2024
Q4 		$4.7K Buy
+77
New +$4.69K ﹤0.01% 1880
2024
Q2 		– Sell
-6
Closed -$312 – 2830
2024
Q1 		$312 Buy
+6
New +$289 ﹤0.01% 2710

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's GBX Position: Q1 2025 in Review

Avior Wealth Management sold out of The Greenbrier Companies (GBX) in Q1 2025, closing a stake of 77 shares — an estimated $4.7K sold.

Avior Wealth Management first reported a position in GBX in Q1 2024 and held it in 2 quarters. The position peaked at $4.7K in Q4 2024. 286 funds tracked by Wall St. Rank hold GBX as of Q1 2025.

  • Avior Wealth Management reported no remaining The Greenbrier Companies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 77 The Greenbrier Companies shares in Q1 2025, an estimated $4.7K.
  • Avior Wealth Management first reported a position in The Greenbrier Companies in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's The Greenbrier Companies position peaked at $4.7K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.