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	–	1558
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	–	1091
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	–	–	820
2018 Q1	$0	Hold	2	–	–	﹤0.01%	804
2017 Q4	$0	Buy	+2	New	+$66	﹤0.01%	795

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's JBGS Position: Q1 2025 in Review

Avior Wealth Management sold out of JBG SMITH (JBGS) in Q1 2025, closing a stake of 332 shares — an estimated $5.1K sold.

Avior Wealth Management first reported a position in JBGS in Q4 2017 and held it in 16 quarters. The position peaked at $8.65K in Q1 2024. 210 funds tracked by Wall St. Rank hold JBGS as of Q1 2025.

Avior Wealth Management reported no remaining JBG SMITH position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 332 JBG SMITH shares in Q1 2025, an estimated $5.1K.
Avior Wealth Management first reported a position in JBG SMITH in Q4 2017 and held it in 16 quarters.
Avior Wealth Management's JBG SMITH position peaked at $8.65K in Q1 2024.
210 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.