Blue Bell Private Wealth Management’s The Greenbrier Companies GBX Stock Holding History

Blue Bell Private 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
2022 Q3	–	Sell	-50	Closed	-$2K	–	779
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	635
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	625
2021 Q4	$2K	Buy	+50	New	+$2.17K	﹤0.01%	675

Other funds holding GBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Bell Private Wealth Management's GBX Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of The Greenbrier Companies (GBX) in Q3 2022, closing a stake of 50 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in GBX in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 187 funds tracked by Wall St. Rank hold GBX as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining The Greenbrier Companies position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 50 The Greenbrier Companies shares in Q3 2022, an estimated $2K.
Blue Bell Private Wealth Management first reported a position in The Greenbrier Companies in Q4 2021 and held it in 3 quarters.
Blue Bell Private Wealth Management's The Greenbrier Companies position peaked at $3K in Q1 2022.
187 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.