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McGlone Suttner Wealth Management’s Green Brick Partners GRBK Stock Holding History

McGlone Suttner Wealth Management’s Portfolio GRBK Stock Details GRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-340
Closed -$17.7K – 435
2023
Q4 		$17.7K Buy
+340
New +$15.5K ﹤0.01% 460

Other funds holding GRBK

DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

McGlone Suttner Wealth Management's GRBK Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Green Brick Partners (GRBK) in Q1 2024, closing a stake of 340 shares — an estimated $17.7K sold.

McGlone Suttner Wealth Management first reported a position in GRBK in Q4 2023 and held it in 1 quarter. The position peaked at $17.7K in Q4 2023. 265 funds tracked by Wall St. Rank hold GRBK as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Green Brick Partners position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 340 Green Brick Partners shares in Q1 2024, an estimated $17.7K.
  • McGlone Suttner Wealth Management first reported a position in Green Brick Partners in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Green Brick Partners position peaked at $17.7K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held Green Brick Partners as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.