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Beacon Harbor Wealth Advisors’s GATX Corp GATX Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio GATX Stock Details GATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-39,424
Closed -$5.28M – 73
2024
Q1 		$5.28M Buy
+39,424
New +$4.96M 1.4% 41

Other funds holding GATX

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Harbor Wealth Advisors's GATX Position: Q2 2024 in Review

Beacon Harbor Wealth Advisors sold out of GATX Corp (GATX) in Q2 2024, closing a stake of 39,424 shares — an estimated $5.28M sold.

Beacon Harbor Wealth Advisors first reported a position in GATX in Q1 2024 and held it in 1 quarter. The position peaked at $5.28M in Q1 2024. 308 funds tracked by Wall St. Rank hold GATX as of Q2 2024.

  • Beacon Harbor Wealth Advisors reported no remaining GATX Corp position as of Q2 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 39,424 GATX Corp shares in Q2 2024, an estimated $5.28M.
  • Beacon Harbor Wealth Advisors first reported a position in GATX Corp in Q1 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's GATX Corp position peaked at $5.28M in Q1 2024.
  • 308 funds tracked by Wall St. Rank held GATX Corp as of Q2 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.