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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 $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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. 222 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.
  • 222 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.