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

Prestige Wealth Management Group’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
2022
Q4 		– Sell
-32
Closed -$1K – 1162
2022
Q3 		$1K Buy
32
+11
+52% +$331 ﹤0.01% 843
2022
Q2 		$1K Hold
21
– – ﹤0.01% 853
2022
Q1 		$1K Hold
21
– – ﹤0.01% 873
2021
Q4 		$1K Hold
21
– – ﹤0.01% 898
2021
Q3 		$1K Hold
21
– – ﹤0.01% 886
2021
Q2 		$1K Hold
21
– – ﹤0.01% 877
2021
Q1 		$1K Hold
21
– – ﹤0.01% 872
2020
Q4 		$1K Buy
+21
New +$693 ﹤0.01% 840

Other funds holding GBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Prestige Wealth Management Group's GBX Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of The Greenbrier Companies (GBX) in Q4 2022, closing a stake of 32 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in GBX in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 186 funds tracked by Wall St. Rank hold GBX as of Q4 2022.

  • Prestige Wealth Management Group reported no remaining The Greenbrier Companies position as of Q4 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 32 The Greenbrier Companies shares in Q4 2022, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in The Greenbrier Companies in Q4 2020 and held it in 8 quarters.
  • Prestige Wealth Management Group's The Greenbrier Companies position peaked at $1K in Q3 2022.
  • 186 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.