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Valeo Financial Advisors’s The Greenbrier Companies GBX Stock Holding History

Valeo Financial Advisors’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
-1,045
Closed -$49K – 1013
2021
Q1 		$49K Buy
1,045
+4
+0.4% +$171 ﹤0.01% 877
2020
Q4 		$38K Buy
1,041
+504
+94% +$16.6K ﹤0.01% 869
2020
Q3 		$16K Sell
537
-495
-48% -$13.3K ﹤0.01% 968
2020
Q2 		$23K Sell
1,032
-242
-19% -$4.71K ﹤0.01% 1007
2020
Q1 		$24K Buy
1,274
+255
+25% +$6.05K ﹤0.01% 842
2019
Q4 		$33K Sell
1,019
-95
-9% -$2.84K ﹤0.01% 785
2019
Q3 		$34K Buy
1,114
+5
+0.5% +$135 ﹤0.01% 710
2019
Q2 		$34K Buy
1,109
+103
+10% +$3.27K ﹤0.01% 704
2019
Q1 		$32K Sell
1,006
-497
-33% -$19.8K ﹤0.01% 660
2018
Q4 		$59K Buy
1,503
+3
+0.2% +$148 0.01% 488
2018
Q3 		$71K Hold
1,500
– – 0.01% 476
2018
Q2 		$86K Sell
1,500
-48
-3% -$2.29K 0.01% 426
2018
Q1 		$78K Sell
1,548
-452
-23% -$23K 0.01% 405
2017
Q4 		$107K Hold
2,000
– – 0.02% 331
2017
Q3 		$96K Buy
+2,000
New +$88.7K 0.02% 297

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

Valeo Financial Advisors's GBX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of The Greenbrier Companies (GBX) in Q2 2021, closing a stake of 1,045 shares — an estimated $49K sold.

Valeo Financial Advisors first reported a position in GBX in Q3 2017 and held it in 15 quarters. The position peaked at $107K in Q4 2017. 212 funds tracked by Wall St. Rank hold GBX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining The Greenbrier Companies position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,045 The Greenbrier Companies shares in Q2 2021, an estimated $49K.
  • Valeo Financial Advisors first reported a position in The Greenbrier Companies in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's The Greenbrier Companies position peaked at $107K in Q4 2017.
  • 212 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.