BPA
JBGS

Beacon Pointe Advisors’s JBG SMITH JBGS Stock Holding History

Beacon Pointe 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
Q1 		– Sell
-8,451
Closed -$264K – 556
2020
Q4 		$264K Buy
+8,451
New +$244K 0.02% 396
2019
Q3 		– Sell
-5,090
Closed -$200K – 188
2019
Q2 		$200K Buy
+5,090
New +$209K 0.07% 198

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Beacon Pointe Advisors's JBGS Position: Q1 2021 in Review

Beacon Pointe Advisors sold out of JBG SMITH (JBGS) in Q1 2021, closing a stake of 8,451 shares — an estimated $264K sold.

Beacon Pointe Advisors first reported a position in JBGS in Q2 2019 and held it in 2 quarters. The position peaked at $264K in Q4 2020. 233 funds tracked by Wall St. Rank hold JBGS as of Q1 2021.

  • Beacon Pointe Advisors reported no remaining JBG SMITH position as of Q1 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 8,451 JBG SMITH shares in Q1 2021, an estimated $264K.
  • Beacon Pointe Advisors first reported a position in JBG SMITH in Q2 2019 and held it in 2 quarters.
  • Beacon Pointe Advisors's JBG SMITH position peaked at $264K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2021.

Based on Beacon Pointe Advisors's 13F filing for Q1 2021, filed 18 May 2021.