BFC
JBGS

Bedel Financial Consulting’s JBG SMITH JBGS Stock Holding History

Bedel Financial Consulting’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
-1,000
Closed -$30K – 1039
2021
Q3 		$30K Hold
1,000
– – 0.01% 473
2021
Q2 		$32K Hold
1,000
– – 0.01% 465
2021
Q1 		$32K Buy
+1,000
New +$31.7K 0.01% 440
2019
Q1 		– Sell
-1,811
Closed -$63K – 711
2018
Q4 		$63K Hold
1,811
– – 0.05% 227
2018
Q3 		$66K Buy
+1,811
New +$66.7K 0.04% 244

Other funds holding JBGS

Vanguard Group
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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
JP Morgan Chase
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bedel Financial Consulting's JBGS Position: Q4 2021 in Review

Bedel Financial Consulting sold out of JBG SMITH (JBGS) in Q4 2021, closing a stake of 1,000 shares — an estimated $30K sold.

Bedel Financial Consulting first reported a position in JBGS in Q3 2018 and held it in 5 quarters. The position peaked at $66K in Q3 2018. 248 funds tracked by Wall St. Rank hold JBGS as of Q4 2021.

  • Bedel Financial Consulting reported no remaining JBG SMITH position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,000 JBG SMITH shares in Q4 2021, an estimated $30K.
  • Bedel Financial Consulting first reported a position in JBG SMITH in Q3 2018 and held it in 5 quarters.
  • Bedel Financial Consulting's JBG SMITH position peaked at $66K in Q3 2018.
  • 248 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.