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 – 1198
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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 $5.57B AUM 9.46% 1-Year Est. Return

Arkadios Wealth Advisors's JBGS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of JBG SMITH (JBGS) in Q4 2021, closing a stake of 1,257 shares — an estimated $37K sold.

Arkadios Wealth Advisors first reported a position in JBGS in Q2 2020 and held it in 6 quarters. The position peaked at $37K in Q3 2021. 248 funds tracked by Wall St. Rank hold JBGS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining JBG SMITH position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,257 JBG SMITH shares in Q4 2021, an estimated $37K.
  • Arkadios Wealth Advisors first reported a position in JBG SMITH in Q2 2020 and held it in 6 quarters.
  • Arkadios Wealth Advisors's JBG SMITH position peaked at $37K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.