CPA
GBX icon

Capital Performance Advisors’s The Greenbrier Companies GBX Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-14
Closed -$712 – 1114
2024
Q3 		$712 Buy
+14
New +$668 ﹤0.01% 2080

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's GBX Position: Q4 2024 in Review

Capital Performance Advisors sold out of The Greenbrier Companies (GBX) in Q4 2024, closing a stake of 14 shares — an estimated $712 sold.

Capital Performance Advisors first reported a position in GBX in Q3 2024 and held it in 1 quarter. The position peaked at $712 in Q3 2024. 278 funds tracked by Wall St. Rank hold GBX as of Q4 2024.

  • Capital Performance Advisors reported no remaining The Greenbrier Companies position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 The Greenbrier Companies shares in Q4 2024, an estimated $712.
  • Capital Performance Advisors first reported a position in The Greenbrier Companies in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's The Greenbrier Companies position peaked at $712 in Q3 2024.
  • 278 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.