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Harvest Group Wealth Management’s The Greenbrier Companies GBX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-21
Closed -$1K – 279
2020
Q4 		$1K Hold
21
– – ﹤0.01% 469
2020
Q3 		$1K Hold
21
– – ﹤0.01% 451
2020
Q2 		$0 Hold
21
– – ﹤0.01% 603
2020
Q1 		$0 Buy
+21
New +$498 ﹤0.01% 671
2019
Q3 		– Sell
-47
Closed -$1K – 1058
2019
Q2 		$1K Buy
47
+9
+24% +$286 ﹤0.01% 725
2019
Q1 		$1K Buy
+38
New +$1.51K ﹤0.01% 774

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

Harvest Group Wealth Management's GBX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of The Greenbrier Companies (GBX) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in GBX in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2020. 221 funds tracked by Wall St. Rank hold GBX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining The Greenbrier Companies position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 21 The Greenbrier Companies shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in The Greenbrier Companies in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's The Greenbrier Companies position peaked at $1K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.