AWA
JBGS

Arkadios Wealth Advisors’s JBG SMITH JBGS Stock Holding History

Arkadios Wealth Advisors’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,257
Closed -$37K – 1199
2021
Q3 		$37K Buy
1,257
+209
+20% +$6.45K 0.01% 983
2021
Q2 		$33K Buy
1,048
+751
+253% +$24.5K ﹤0.01% 1086
2021
Q1 		$9K Buy
297
+137
+86% +$4.34K ﹤0.01% 1223
2020
Q4 		$5K Sell
160
-592
-79% -$17.1K ﹤0.01% 1122
2020
Q3 		$19.5K Buy
752
+184
+32% +$5.17K 0.01% 606
2020
Q2 		$16.6K Buy
+568
New +$17.6K 0.01% 579

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return