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

Tradition 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
2024 Q1	–	Sell	-1,055	Closed	-$47K	–	691
2023 Q4	$47K	Hold	1,055	–	–	﹤0.01%	641
2023 Q3	$42K	Hold	1,055	–	–	0.01%	645
2023 Q2	$45K	Sell	1,055 -100	-9%	-$2.95K	0.01%	653
2023 Q1	$37K	Buy	+1,155	New	+$34.9K	﹤0.01%	694
2021 Q4	–	Sell	-500	Closed	-$21K	–	1196
2021 Q3	$21K	Hold	500	–	–	﹤0.01%	710
2021 Q2	$22K	Hold	500	–	–	﹤0.01%	735
2021 Q1	$24K	Hold	500	–	–	﹤0.01%	598
2020 Q4	$18K	Buy	+500	New	+$16.5K	﹤0.01%	607

Other funds holding GBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tradition Wealth Management's GBX Position: Q1 2024 in Review

Tradition Wealth Management sold out of The Greenbrier Companies (GBX) in Q1 2024, closing a stake of 1,055 shares — an estimated $47K sold.

Tradition Wealth Management first reported a position in GBX in Q4 2020 and held it in 8 quarters. The position peaked at $47K in Q4 2023. 246 funds tracked by Wall St. Rank hold GBX as of Q1 2024.

Tradition Wealth Management reported no remaining The Greenbrier Companies position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,055 The Greenbrier Companies shares in Q1 2024, an estimated $47K.
Tradition Wealth Management first reported a position in The Greenbrier Companies in Q4 2020 and held it in 8 quarters.
Tradition Wealth Management's The Greenbrier Companies position peaked at $47K in Q4 2023.
246 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.