Baystate Wealth Management’s JBG SMITH JBGS Stock Holding History

Baystate 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
2021 Q4	–	Sell	-6	Closed	–	–	916
2021 Q3	$0	Hold	6	–	–	﹤0.01%	858
2021 Q2	$0	Hold	6	–	–	﹤0.01%	823
2021 Q1	$0	Hold	6	–	–	﹤0.01%	775
2020 Q4	$0	Hold	6	–	–	﹤0.01%	715
2020 Q3	$0	Hold	6	–	–	﹤0.01%	690
2020 Q2	$0	Hold	6	–	–	﹤0.01%	693
2020 Q1	$0	Hold	6	–	–	﹤0.01%	641
2019 Q4	$0	Hold	6	–	–	﹤0.01%	639
2019 Q3	$0	Hold	6	–	–	﹤0.01%	602
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	571
2019 Q1	$1K	Hold	6	–	–	﹤0.01%	582
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	589
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	599
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	616
2018 Q1	$1K	Hold	6	–	–	﹤0.01%	579
2017 Q4	$1K	Buy	+6	New	+$198	﹤0.01%	577

Other funds holding JBGS

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 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

Baystate Wealth Management's JBGS Position: Q4 2021 in Review

Baystate Wealth Management sold out of JBG SMITH (JBGS) in Q4 2021, closing a stake of 6 shares.

Baystate Wealth Management first reported a position in JBGS in Q4 2017 and held it in 16 quarters. The position peaked at $1K in Q2 2019. 248 funds tracked by Wall St. Rank hold JBGS as of Q4 2021.

Baystate Wealth Management reported no remaining JBG SMITH position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 6 JBG SMITH shares in Q4 2021.
Baystate Wealth Management first reported a position in JBG SMITH in Q4 2017 and held it in 16 quarters.
Baystate Wealth Management's JBG SMITH position peaked at $1K in Q2 2019.
248 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.