AWM
JBGS

Avior Wealth Management’s JBG SMITH JBGS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-332
Closed -$5.1K – 1560
2024
Q4 		$5.1K Hold
332
– – ﹤0.01% 1848
2024
Q3 		$5.8K Hold
332
– – ﹤0.01% 1727
2024
Q2 		$5.06K Sell
332
-207
-38% -$3.06K ﹤0.01% 1716
2024
Q1 		$8.65K Buy
+539
New +$8.98K ﹤0.01% 1915
2021
Q2 		– Sell
-57
Closed -$1K – 1094
2021
Q1 		$1K Hold
57
– – ﹤0.01% 954
2020
Q4 		$1K Hold
57
– – ﹤0.01% 922
2020
Q3 		$1K Hold
57
– – ﹤0.01% 876
2020
Q2 		$1K Hold
57
– – ﹤0.01% 850
2020
Q1 		$1K Hold
57
– – ﹤0.01% 729
2019
Q4 		$2K Hold
57
– – ﹤0.01% 720
2019
Q3 		$2K Hold
57
– – ﹤0.01% 682
2019
Q2 		$2K Hold
57
– – ﹤0.01% 730
2019
Q1 		$2K Hold
57
– – ﹤0.01% 612
2018
Q4 		$1K Buy
+57
New +$2.14K ﹤0.01% 679
2018
Q2 		– Sell
-2
Closed – – 822
2018
Q1 		$0 Hold
2
– – ﹤0.01% 807
2017
Q4 		$0 Buy
+2
New +$66 ﹤0.01% 796

Other funds holding JBGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return