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Blackston Financial Advisory Group’s The Greenbrier Companies GBX Stock Holding History

Blackston Financial Advisory Group’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
Q3 		– Sell
-4,856
Closed -$209K – 90
2023
Q2 		$209K Buy
+4,856
New +$143K 0.15% 87

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackston Financial Advisory Group's GBX Position: Q3 2023 in Review

Blackston Financial Advisory Group sold out of The Greenbrier Companies (GBX) in Q3 2023, closing a stake of 4,856 shares — an estimated $209K sold.

Blackston Financial Advisory Group first reported a position in GBX in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 215 funds tracked by Wall St. Rank hold GBX as of Q3 2023.

  • Blackston Financial Advisory Group reported no remaining The Greenbrier Companies position as of Q3 2023 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 4,856 The Greenbrier Companies shares in Q3 2023, an estimated $209K.
  • Blackston Financial Advisory Group first reported a position in The Greenbrier Companies in Q2 2023 and held it in 1 quarter.
  • Blackston Financial Advisory Group's The Greenbrier Companies position peaked at $209K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q3 2023.

Based on Blackston Financial Advisory Group's 13F filing for Q3 2023, filed 26 Jan 2024.