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

Liberty 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
Q2 		– Sell
-104
Closed -$3K – 1103
2021
Q1 		$3K Hold
104
– – ﹤0.01% 772
2020
Q4 		$3K Sell
104
-1
-1% -$33 ﹤0.01% 768
2020
Q3 		$3K Hold
105
– – ﹤0.01% 706
2020
Q2 		$2K Hold
105
– – ﹤0.01% 737
2020
Q1 		$2K Buy
+105
New +$2.49K ﹤0.01% 729
2019
Q3 		– Sell
-102
Closed -$3K – 908
2019
Q2 		$3K Buy
+102
New +$3.24K ﹤0.01% 720

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Liberty Wealth Management's GBX Position: Q2 2021 in Review

Liberty Wealth Management sold out of The Greenbrier Companies (GBX) in Q2 2021, closing a stake of 104 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in GBX in Q2 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 212 funds tracked by Wall St. Rank hold GBX as of Q2 2021.

  • Liberty Wealth Management reported no remaining The Greenbrier Companies position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 104 The Greenbrier Companies shares in Q2 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in The Greenbrier Companies in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's The Greenbrier Companies position peaked at $3K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.