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Bogart Wealth LLC’s The Greenbrier Companies GBX Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-138
Closed -$6K – 802
2021
Q4 		$6K Hold
138
– – ﹤0.01% 535
2021
Q3 		$6K Buy
+138
New +$5.95K ﹤0.01% 519

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bogart Wealth LLC's GBX Position: Q1 2022 in Review

Bogart Wealth LLC sold out of The Greenbrier Companies (GBX) in Q1 2022, closing a stake of 138 shares — an estimated $6K sold.

Bogart Wealth LLC first reported a position in GBX in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 226 funds tracked by Wall St. Rank hold GBX as of Q1 2022.

  • Bogart Wealth LLC reported no remaining The Greenbrier Companies position as of Q1 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 138 The Greenbrier Companies shares in Q1 2022, an estimated $6K.
  • Bogart Wealth LLC first reported a position in The Greenbrier Companies in Q3 2021 and held it in 2 quarters.
  • Bogart Wealth LLC's The Greenbrier Companies position peaked at $6K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.