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Evoke Wealth’s The Greenbrier Companies GBX Stock Holding History

Evoke Wealth’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
2021
Q1 		– Sell
-11,855
Closed -$431K – 1181
2020
Q4 		$431K Buy
11,855
+93
+0.8% +$3.07K 0.03% 161
2020
Q3 		$346K Sell
11,762
-2,860
-20% -$77.1K 0.03% 163
2020
Q2 		$333K Sell
14,622
-2,724
-16% -$53K 0.03% 145
2020
Q1 		$308K Buy
+17,346
New +$411K 0.04% 136
2019
Q4 		– Sell
-21,540
Closed -$649K – 1318
2019
Q3 		$649K Buy
+21,540
New +$582K 0.08% 126

Other funds holding GBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Evoke Wealth's GBX Position: Q1 2021 in Review

Evoke Wealth sold out of The Greenbrier Companies (GBX) in Q1 2021, closing a stake of 11,855 shares — an estimated $431K sold.

Evoke Wealth first reported a position in GBX in Q3 2019 and held it in 5 quarters. The position peaked at $649K in Q3 2019. 221 funds tracked by Wall St. Rank hold GBX as of Q1 2021.

  • Evoke Wealth reported no remaining The Greenbrier Companies position as of Q1 2021 after selling out during the quarter.
  • Evoke Wealth sold 11,855 The Greenbrier Companies shares in Q1 2021, an estimated $431K.
  • Evoke Wealth first reported a position in The Greenbrier Companies in Q3 2019 and held it in 5 quarters.
  • Evoke Wealth's The Greenbrier Companies position peaked at $649K in Q3 2019.
  • 221 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2021.

Based on Evoke Wealth's 13F filing for Q1 2021, filed 13 May 2021.