Beacon Pointe Wealth Advisors’s JBG SMITH JBGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-7,863
Closed -$325K 274
2019
Q1
$325K Buy
+7,863
New +$309K 0.07% 198

Other funds holding JBGS

Beacon Pointe Wealth Advisors's JBGS Position: Q2 2019 in Review

Beacon Pointe Wealth Advisors sold out of JBG SMITH (JBGS) in Q2 2019, closing a stake of 7,863 shares — an estimated $325K sold.

Beacon Pointe Wealth Advisors first reported a position in JBGS in Q1 2019 and held it in 1 quarter. The position peaked at $325K in Q1 2019. 271 funds tracked by Wall St. Rank hold JBGS as of Q2 2019.

  • Beacon Pointe Wealth Advisors reported no remaining JBG SMITH position as of Q2 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 7,863 JBG SMITH shares in Q2 2019, an estimated $325K.
  • Beacon Pointe Wealth Advisors first reported a position in JBG SMITH in Q1 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's JBG SMITH position peaked at $325K in Q1 2019.
  • 271 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.