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C2C Wealth Management’s The Greenbrier Companies GBX Stock Holding History

C2C 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
2023
Q3 		– Sell
-5,000
Closed -$218K – 243
2023
Q2 		$218K Buy
+5,000
New +$148K 0.03% 229
2022
Q2 		– Sell
-5,000
Closed -$229K – 198
2022
Q1 		$229K Hold
5,000
– – 0.04% 180
2021
Q4 		$229K Buy
+5,000
New +$217K 0.03% 197

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

C2C Wealth Management's GBX Position: Q3 2023 in Review

C2C Wealth Management sold out of The Greenbrier Companies (GBX) in Q3 2023, closing a stake of 5,000 shares — an estimated $218K sold.

C2C Wealth Management first reported a position in GBX in Q4 2021 and held it in 3 quarters. The position peaked at $229K in Q1 2022. 215 funds tracked by Wall St. Rank hold GBX as of Q3 2023.

  • C2C Wealth Management reported no remaining The Greenbrier Companies position as of Q3 2023 after selling out during the quarter.
  • C2C Wealth Management sold 5,000 The Greenbrier Companies shares in Q3 2023, an estimated $218K.
  • C2C Wealth Management first reported a position in The Greenbrier Companies in Q4 2021 and held it in 3 quarters.
  • C2C Wealth Management's The Greenbrier Companies position peaked at $229K in Q1 2022.
  • 215 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q3 2023.

Based on C2C Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.